Wesling Financial Planning Services Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,848,643
Clients
60
Advisors
1
of 2 employees
About
Wesling Financial Planning Services Corp. serves individual clients, including high‑net‑worth individuals, with a mix of ongoing portfolio management, comprehensive financial planning, 401(k) and qualified‑plan advisory services, as well as divorce‑planning advice and tax preparation. The firm constructs individualized Investment Policy Statements and implements portfolios that reflect each client’s goals, income, tax situation, and documented risk tolerance.
The firm’s investment process is grounded in fundamental analysis and employs both long‑term and short‑term trading strategies as appropriate to client objectives; risk tolerances are documented in each client’s Investment Policy Statement. For ongoing engagements WFPS typically operates with discretionary trading authority, conducts quarterly account reviews, and allows clients to direct custody while recommending Fidelity as a default custodian.
Compared with many supported firms, Wesling combines investment advisory work with in‑house tax preparation and certified divorce‑financial analysis services and will provide court, mediation, and plan‑benchmarking support—services that are less common among peers of similar size. It manages client assets internally rather than delegating to third‑party managers, reports no custody of client funds, and states it does not accept outside compensation for the sale of securities.
Client services
Expertise
Fee options
Fixed fees negotiated with client for investment supervisory services and financial planning; initial retainer of $1,000 for financial analysis and advice on non-securities matters
Up to $250/hour for advisory and financial planning services; $250/hour for financial analysis consultation; $125/hour for travel time; $400/hour for court, mediation, arbitration
Fee-only: Hourly fees up to $250/hour; fixed fees negotiated per client agreement; financial analysis hourly fees $250/hr plus travel time $125/hr; advice on non-securities matters hourly fees $250/hr for consultation, $125/hr travel, $400/hr court
Main office
6621 Wakefield Dr, Suite 113
Alexandria VA 22307
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
Also doing business as
Wesling Financial · Wesling Financial Planning Services Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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