Wesling Financial Planning Services Corp.

Overview

Wesling Financial Planning Services Corp. is a small, independent registered investment adviser focused on fee-based financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm favors an equity-oriented allocation and runs portfolios primarily on a discretionary basis; all reported assets are discretionary. Fee arrangements are blended — percentage-of-AUM for ongoing relationships, with the capability to bill hourly or via fixed-fee engagements for planning work or one-off projects. Investment activity centers on exchange-traded instruments and pooled products, with an emphasis on liquid, tradable exposures for the core of client portfolios. The adviser does not report active ESG investing as a firm-level emphasis. Given the owner-type is an individual and the client base is relatively concentrated, the firm appears set up to deliver personalized planning and portfolio management rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices