Wessel Investment Counsel, L.L.C.

Glenn Wessel


Registry Member Since 2005

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Wessel Investment Counsel, L.L.C.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Shareholders Service Group (but we don\'t represent them, we represent you.)
Years of Experience
  • 23 Years
Certifications & Designations
College Degrees or Years
  • Northern Illinois University - B.S.
Association Memberships
  • CFA Institute
  • CFP Board of Standards, Inc.
  • NC Board of CPA Examiners
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - North Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 22 South Pack Square
    Suite #400
    Asheville, North Carolina, 28801
Telephone (Main Office)
  • 828.232.2000
Number of Clients
  • 76
Amount of Assets
  • $58,475,885
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
  • Planning Only
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Shareholders Service Group, Inc. / Pershing, LLC
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Quarterly)
My Philosophy

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 absolutely sincere.

My Articles My Disclosures
Some professionals and firms have disclosures.

We represent our clients, not a brokerage firm or an insurance company. As such, we manage a large sum of money and provide planning advice, but we do not actually sell any financial products.

My Comments

Beware of watered-down advisor credentials. The credentials I have took me almost 13 years to acquire. Paladin rates credentials, too, and gives each of my credentials its best rating of 5 stars: CFA - "The most highly regarded credential that is currently available to financial advisors." CFP - "The most highly regarded financial planner designation." CPA - "The most recognized credential in the U.S." I've done my homework.

I certify the information in this research report is accurate and current.

Advisor Name: Glenn Wessel
Most Recent Update: Jul 15, 2015

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