The Wealth Consulting Group- Financial Advisor Austin, TX

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About The Wealth Consulting Group

At WCG, we believe that wealth management is achieved through a process-driven approach focused on protecting and managing all aspects of your family's wealth. Our core strategy revolves around comprehensive planning, prioritizing your interests by integrating important tax, risk management, asset management, estate, and philanthropic goals in every decision and action.

For owners of privately held businesses, we conduct a thorough analysis to determine the effect business ownership has on your personal wealth. Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for individuals.

As your Personal CFO, our mission is to bring a comprehensive range of wealth management services that utilize our resources and expertise to address your unique/intricate financial needs. We collaborate with your existing professional advisors to ensure seamless integration and alignment of your financial strategies. Our goal is to provide you with the expertise and resources needed to effectively manage and grow your wealth, with your best interest at the forefront of everything we do.

Our services focus on the following areas:
- Financial Planning
- Insurance Planning
- Business Success Planning
- Retirement Income Planning
- Estate & Legacy Planning
- Investment Management
- Philanthropic/Charitable Giving
- Education Planning
- Trust Services
- Tax Strategies

*Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors.

**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

See Disclosures

General Information

Firm Start Year

1995

No. of Employees

Firm CRD#

173194

Insurance License#

2298756

Name of Broker/Dealer

LPL Financial and Fidelity

Name of Custodial Firm

LPL Financial and Fidelity

States Licensed in

AR, FL, GA, ID, LA, KS, MO, NC, OK, PA, SC, TN, TX, VA, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 63

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

1% or less

Additional Details on Charges

Our advisory fees are 1% annually, with reductions based on assets managed. We cover all transaction costs associated with buying or selling stocks, bonds, mutual funds or Exchanged-traded funds (ETFs). We include individual stocks and low-cost ETFs to help minimize client fees.

Disclosures

https://www.wealthcg.com/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892428/paladinregistry-The-Wealth-Consulting-Group-detailed-disclosure.html

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial.

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The Wealth Consulting Group