VETTED
Glenn Wessel
CFA®, CPA, CFP®
Tel: 828-232-2000 22 South Pack Square Suite 400 Asheville, NC 28801
About Wessel Investment Counsel, L.L.C.
The straight scoop: If you're like me, you don't like partial truths, misleading statements, puffery, or anything else that smacks of bias. In that vein, I have taken great pains to create a fully independent investment advisory and financial planning practice that is honest and transparent to its core. If you'll spend a few minutes on our website (button above), I am certain you will find our approach to be straightforward and sincere.
See DisclosuresGeneral Information
CRD#:
1430479
Name of Broker/Dealer:
Shareholders Service Group, Inc.
Name of Custodial Firm:
Shareholders Service Group, Inc. / Pershing, LLC
Years of Experience in Financial Services:
32
Work with the following types of clients:
Individual Investors
Advisory Services Provided:
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Financial Advice & Consulting
Qualifications & Memberships
Certifications, Accreditations & Designations:
CFP®, CFA®, CPA
Services
Can meet clients in the following ways:
Email, Your Office, Phone, Video Conference, Your Home
Compensation and Fees
Compensation Methods:
Based on Assets, Flat Fee, Hourly
Firm Information
Advisor's Number of Clients:
92
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
32 Years of Experience
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