
22 South Pack Square
Suite 400
Asheville, NC 28801
828-232-2000
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.
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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
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Your Home
Certifications, Accreditations & Designations
CFP®, CFA®, CPA
Advisor's Number of Clients
92
Compensation Methods
Based on Assets, Flat Fee, Hourly
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886481/retirementplanning-Wessel-Investment-Counsel,-L.L.C.-detailed-disclosure.html