Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,127,499,798
Total clients
934
23% high-net worth
Total advisors
6
of 14 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
156
Average account size
$1,207,173
Financial planning and consulting services may be charged at a flat fixed rate depending on engagement
$100,000 - $499,999: 1.50% $500,000 - $749,999: 1.25% $750,000 - $1,249,999: 1.10% $1,250,000 - $3,999,999: 1.00% $4,000,000 - $6,999,999: 0.80% $7,000,000 - $14,999,999: 0.75% $15,000,000+: Negotiable
Commissions may be received from sale of insurance products by associated persons, but WAG does not charge asset-based fees on those products
Financial planning and consulting services charged at $200 per hour
Account minimum: $100,000 Minimum fee: Up to $50 per year per account in reporting fees Fee-only: Financial planning and consulting services at $200 per hour or a flat fixed rate
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Wealth Advisors Group
12726 Coldwater Road
Fort Wayne IN 46845, United States
Number of offices
1
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
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