DW
CFP

Dean Paul Weseli

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M

Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

10 East Main Street, Suite 110, Carmel, IN, 46032

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Goelzer Investment Management
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Windsor Wealth Management, INC.
March 2014 - June 2019 · 5 yrs 3 mos
Hufford Advisors, LLC
October 2012 - February 2014 · 1 yr 4 mos
Charles Schwab & Co., INC.
February 2009 - September 2012 · 3 yrs 7 mos
Strategic Advisers, INC.
June 2007 - January 2009 · 1 yr 7 mos
State Registrations7 states
CACODEINOHTXWA
Advisor
Exams
No exam information available for this advisor.