# Wesling Financial Planning Services Corp.

> Wesling Financial Planning Services Corp. is a state-registered investment advisory firm in Alexandria, VA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 141424
- Filed as: WESLING FINANCIAL PLANNING SERVICES CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141424
- AdvisorCensus page: https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424

## Quick answers

**How is Wesling Financial Planning Services Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Wesling Financial Planning Services Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wesling Financial Planning Services Corp. located?**
Wesling Financial Planning Services Corp.'s principal office is in Alexandria, VA, according to its Form ADV.

**Is Wesling Financial Planning Services Corp. registered with the SEC or a state?**
Wesling Financial Planning Services Corp. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141424.

**How much does Wesling Financial Planning Services Corp. manage?**
Wesling Financial Planning Services Corp. reports $59,978,475 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Wesling Financial Planning Services Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); charitable organizations (1).

**Does Wesling Financial Planning Services Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141424

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $59,978,475
- Discretionary: $59,978,475
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $56,848,643 |
| Charitable organizations | 1 | $3,129,832 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weslingfinancial.com
- Facebook @category
- LinkedIn @wesling-financial-planning-services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wesling Financial Planning Services Corp. (CRD 141424): Form ADV filing data as of October 2026.