Advisor at The Wealth Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Wealth Consulting Group
Location
Des Moines, IA 50312
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Julia McCormick is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group and has previously worked at LPL Financial and Principal Financial Services. Outside of her advisory work, she has been involved as a freelance viola and violin player and performs with the Des Moines Symphony. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, with a notable integration of legal-service pathways and a dedicated portfolio-model group.
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
One-time fixed financial planning engagements typically range from $500 to $10,000 depending on scope and complexity.
$1,000 - $10,000: 2.95% total fee for MWP platform (includes LPL program fee, strategist fee, and advisor fee) $1,000 - $10,000: 2.50% total fee for OMP platform (includes LPL program fee and advisor fee) $250,000+: 2.95% total fee for PWP platform (includes LPL fee, separate account manager fees, and advisor fee) $50,000+: 2.95% total fee for MAS platform (includes LPL program fee, manager fee, and advisor fee) $100,000+: 2.95% total fee for MAN platform (includes LPL program fee, manager fee, and advisor fee) $5,000+: 1.35% total fee for GWP platform (includes LPL program fee and advisor fee)
Advisors may also be registered representatives receiving commissions from LPL Financial; commissions vary by product.
Hourly consulting fees range from $100 to $500 per hour, based on complexity and advisor discretion.
Ongoing financial advice fees charged at a non-negotiable monthly rate; specific amounts vary, billed directly to client.
Account minimum: $1,000 Minimum fee: Financial planning fees generally range from $500 to $10,000; ongoing advice fees range from $500 to $8,000 annually. Fee-only: Financial planning fees generally range from $500 to $10,000; hourly consulting fees range from $100 to $500 per hour.
2940 Ingersoll Ave., Ste. 100
Des Moines, IA 50312
Iowa · Texas
LPL Financial
2024 - Present (2 years)
WCG Wealth Advisors, LLC
2023 - Present (3 years)
Civic Music of Des Moines
2021 - 2022 (1 year)
Insureyourplan LLC
2020 - 2023 (3 years)
Civic Music of Des Moines
2019 - 2021 (2 years)
Cunningham Wealth Management, L.L.C.
2018 - 2023 (5 years)
LivWel Insurance Solutions, LLC
2018 - 2023 (5 years)
UnityPoint Young Advisory Board
2018 - 2023 (5 years)
Des Moines Leadership Network
2017 - 2021 (4 years)
Des Moines Symphony
2014 - Present (12 years)
Principal Financial Services
2014 - 2018 (4 years)
Principal Financial Services
2013 - 2018 (5 years)
Principal Life Ins Co
2013 - 2018 (5 years)
Freelance Viola/Violin Player
2013 - Present (13 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFP®
Johnston, IA
Simplified Planning and Investments
Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.
CFP®, Series 63, Series 65
Ankeny, IA
Black Mammoth LLC
CFA®
Clive, IA
Woodlands Capital Management, LLC
CFP®, Series 65
West Des Moines, IA
Hart Wealth Management
Series 63, Series 65
West Des Moines, IA
Kingdom Wealth Development, LLC
CFP®, Series 66
West Des Moines, IA
Omni Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")