RBC Capital Markets
45yrs
Top advisor by experience in Germantown
1yr
Wesley White
Financial advisor at Osaic Wealth
Based in Germantown, Tennessee, Wesley White is a fiduciary financial advisor with 1 year of industry experience. Wesley has been with Osaic Wealth since 2025. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 152 advisors with offices in Germantown, and one of 129 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office9055 Forest Centre Drive, Germantown, TN 38138
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowOsaic Wealth, Inc.Current firm
Contact Wesley
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Wesley. 9055 Forest Centre DriveGermantown, TN 38138Office · Get directions
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Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wesley
How do I contact Wesley?
Call Osaic Wealth at (800) 821-5100 and ask for Wesley White. Wesley works from the Germantown, TN office.
How long has Wesley been a financial advisor?
Wesley has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Wesley hold?
Series 66. Tap any license on this page to see what it allows.
Is Wesley a fiduciary?
Wesley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wesley paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wesley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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