Advisor at WPG Advisory Group, LLC
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Firm
WPG Advisory Group, LLC
Location
East Windsor, CT 06088
Credentials
Series 65
Industry experience
15 years
Mary Dee is a financial advisor with WPG Advisory Group, LLC, holding a Series 65 designation and 14 years of industry experience. She has been with WPG Advisory Group since 2015 and is also associated with Wealth Preservation Group. Mary maintains an insurance practice alongside her advisory role. WPG Advisory Group provides financial planning and advisory services primarily to individuals and high-net-worth clients, focusing on areas such as financial objectives, cash flow management, tax planning, retirement, and estate planning. The firm acts as a referral advisor, connecting clients to third-party money managers and coordinating advice and implementation without directly managing client assets.
$0 - $499,999: Advisor Fee 1.00%, BCM Annual Fee 0.50% (Fee Schedule 1) $500,000 - $999,999: Advisor Fee 1.00%, BCM Annual Fee 0.45% (Fee Schedule 1) $1,000,000+: Advisor Fee 0.85%, BCM Annual Fee 0.40% (Fee Schedule 1) $0 - $499,999: Advisor Fee 1.00%, BCM Annual Fee 0.95% (Fee Schedule 2) $500,000 - $999,999: Advisor Fee 1.00%, BCM Annual Fee 0.85% (Fee Schedule 2) $1,000,000+: Advisor Fee 0.85%, BCM Annual Fee 0.75% (Fee Schedule 2) $0 - $99,999: Advisor Fee 1.00%, BCM Annual Fee 0.75% (Fee Schedule 4) $100,000 - $249,999: Advisor Fee 1.00%, BCM Annual Fee 0.70% (Fee Schedule 4) $250,000 - $499,999: Advisor Fee 1.00%, BCM Annual Fee 0.65% (Fee Schedule 4) $500,000 - $999,999: Advisor Fee 1.00%, BCM Annual Fee 0.60% (Fee Schedule 4) $1,000,000+: Advisor Fee 0.85%, BCM Annual Fee 0.55% (Fee Schedule 4)
Account minimum: $25,000
11 A Pasco Drive
East Windsor, CT 06088
Connecticut · Massachusetts
WPG Advisory Group, LLC
2015 - Present (11 years)
Wealth Preservation Group
2009 - Present (17 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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