Wesling Financial Planning Services Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Financial Planning fees are paid via check monthly in arrears after a $1,000 advance, but never more than six months in advance.”

Annual fee

$1,000/yr

“An initial retainer of $1,000.00 is required.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wesling Financial Planning Services Corp. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for these services will be billed hourly up to $250 an hour.”
• “These fees are negotiable and the final fee schedule will be attached as part of the Investment Advisory Contract.”
• “Fees are paid in advance and in arrears, but never more than six months in advance, and clients may terminate their account with five days written notice.”

How Wesling Financial Planning Services Corp.’s fees compare

• Its flat or project fee of $1,000 is below the Virginia median of $4,250. 11% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Alexandria that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Virginia median of $6,350. 5% of the 55 other Virginia planners that publish an annual fee charge less.
• None of the 2 other planners in Alexandria that publish an annual fee charge less.

About Wesling Financial Planning Services Corp.

• Firm size: 2 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

60

Employees

2

Works with

Individuals and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$59,978,475

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141424

Website

weslingfinancial.com (opens in new tab)

Phone

(703) 768-7679

Can advise clients in 2 states: Maryland, Virginia

Other planners in Alexandria that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• American Executive Advisors, LLCAlexandria$250/hr, $500⁠-⁠$10,000
• Core Fiduciary AdvisorsAlexandria$250/hr, $350
• Craftwork Capital LLCAlexandria$500⁠-⁠$8,000
• D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500⁠-⁠$2,250
• Fischer Wealth Advisors, LLCAlexandria$150/hr, $800

Compare all 24 planners in Alexandria