Wessel Investment Counsel, L.L.C. fees
Financial planner in Asheville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Wessel Investment Counsel, L.L.C. (Asheville, NC) charges a flat or project fee of $1,000-$2,500 for financial planning.
- Website: wesselinvestments.com (opens in new tab)
- Call (828) 232-2000
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change.
- Flat or project fee
- $1,000-
$2,500 Below the North Carolina median of $5,000; 12% of the 86 other planners in North Carolina that publish a flat or project fee charge less. The one other planner in Asheville charges more.
“Fixed fees typically range from $1,000 - $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab), CPA, and CFA
- Team size
- 2 employees
How Wessel Investment Counsel, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any such refunds will be figured on a pro-rata basis with the passage of time being the sole basis for calculating any such refund.”
- “Depending on the scope and complexity of the plan, your financial circumstances, and your financial objectives, this rate is negotiable.”
- “As with other fees assessed by WIC, fixed financial planning fees may depend upon the complexity and scope of the engagement, your financial circumstances, and your financial objectives and are, therefore, negotiable in advance of any such engagement.”
About Wessel Investment Counsel, L.L.C.
- Principal: Glenn Wessel
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 97
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 19, 2026
- CRD number
- 129911 (opens in new tab)
- Phone
- (828) 232-2000
Registered in 2 states: Louisiana, North Carolina
Other planners in Asheville that publish fees
- Act AdvisorsAshevilleMonthly $600/mo
- Holcombe & McGrathAshevilleHourly up to $280/hr
- Wells Financial Management, LLCAshevilleFlat $500-$5,000
More planners in North Carolina that publish fees
- Stalwart Financial PlanningFayettevilleHourly $270/hr, Flat $1,000-$5,000
- Eden Family Wealth Group, LLCGreensboroFlat $1,500-$10,000
- Deliberate WealthAdvanceAnnual from $9,000/yr
- Sycamore Financial Planning, LLCDurhamHourly $320-$380/hr
- Autumn Branch Capital, LLCStatesvilleFlat $3,000-$6,000
- Armor Investment Advisors, LLCRaleighHourly $250-$300/hr, Flat $2,500-$40,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.