Advisor at John Wessler & Associates
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Firm
John Wessler & Associates
Location
Waco, TX 76710
Credentials
Series 65
Industry experience
19 years
Lorenz Wessler is a financial advisor at John Wessler & Associates with 19 years of industry experience. He holds a Series 65 designation and has worked with several firms including Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. and Cherry Johnson Siegmund James. In addition to his advisory role, he is president of The Wessler Insurance Agency Group, a life and health insurance sales business he has operated since 1987, and works as a paralegal at an elder-law firm focused on Medicaid long-term care benefits. John Wessler & Associates provides personalized financial planning and consulting services specializing in Medicaid and veterans benefits, long-term care funding, retirement, tax, and estate planning. The firm serves individual clients and law firms through consultations and written plans, focusing on analyses and implementation recommendations without managing client assets or accepting discretionary trading authority.
Based on John Wessler & Associates
Based on John Wessler & Associates
Fixed fees negotiable up to $25,000 maximum; examples include $4,500 minimum for certain plans, $15,000 for full financial plan
$250 per hour for financial planning; consulting fees range from $250 to $500 per hour depending on complexity
Minimum fee: Minimum flat fees for certain fixed fee services: $4,500 (single surviving dependent spouse or single retiree), $5,000 (couple) Fee-only: Hourly fees at $250 per hour; Fixed fees negotiable up to $25,000 maximum; Consulting fees $250 to $500 per hour or fixed fees depending on agreement
3501 W. Waco Dr.
Waco, TX 76710
Texas
Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. dba The Zimmer
2023 - Present (3 years)
Cherry Johnson Siegmund James fka Johnson Hobbs Squire, LLC
2016 - 2023 (7 years)
Senior Care Planners, LLC
2011 - Present (15 years)
John Wessler & Associates
2006 - Present (20 years)
Wessler Insurance Agency Group Inc
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Waco, TX
Noble Advisory Group LLC
CFP®, Series 63
Waco, TX
eCapital Advisors, Inc.
Series 63, Series 65
Waco, TX
Wardlaw Wealth Management LLC
Series 65
Waco, TX
Adam Doty Company
Series 65
Robinson, TX
Heiser Investment Advisers
CFP®, Series 63, Series 65
Waco, TX
Brilliant Financial Strategies LLC
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