Michelle J. Gessner, CFP^®

Owner

Gessner Wealth Strategies, LLC

1717 St James Place, Suite 625
Houston, TX 77056

FINANCIAL ADVISOR'S WEBSITE

GessnerWealthStrategies.com

(713) 589-6448 CONNECT WITH Michelle

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We charge a management fee billed quarterly and a separate fee for comprehensive financial planning. We also offer insurance if indicated by the financial plan. We are held to a fiduciary standard of care for all advice given.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$750,000

General

Michelle Gessner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gessner Wealth Strategies, LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

Our firm is an independent registered investment adviser held to the fiduciary standard of care for our clients. We never take a commission to trade investments in your account so that our interests are aligned with yours. Our portfolio construction is focused on low cost securities based on decades of academic research that emphasize diversification across asset classes, geographies, and companies, as opposed to market timing. Our clients benefit from financial planning and analysis, including tax planning which is often overlooked by other firms.

Financial Advisor Experience

Michelle Gessner is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of expertise and an emphasis in tax planning to help insulate her clients from the real threat of rising income tax rates. Every client receives a comprehensive financial plan that is updated annually to ensure progress toward goals. Michelle is also a member of the Ed Slott Elite Advisors group, which gives her access to all of Ed Slott's resources as her back office for complex planning issues and requires her to stay on top of the numerous tax changes that impact IRA and estate planning. Members of this group train with Ed Slott on a continuous basis, pass a background check, and attend required workshops and complete mandatory exams. They are notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. For our investment clients, we utilize a team of CFA, CFP, and PhD investment professionals who are fiduciary only, using nothing but low cost investments for client portfolios.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: TX
Fixed annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment advisory services offered through Gessner Wealth Strategies, LLC, a Registered Investment Adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances