WELLth Advisory Services, LLC

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Total assets under management

$23,574,040,155

Total clients

1,011

0% high-net worth

Total advisors

of 72 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$23,317,547

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed financial planning fees generally range from $250 to $30,000, typically paid 50% in advance and balance upon completion.

Percentage

$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually

Commissions

Certain investment adviser representatives are dually registered and may earn commissions on securities sales outside advisory accounts.

Project-based

Hourly financial planning fees generally $250/hour.

Other

Fee-only: Hourly fees for financial planning generally $250/hour. Fixed fees for financial planning generally range from $250 to $30,000.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

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.

Main office location

WELLth Advisory Services, LLC

Shorewood IL, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 866-777-4015

Advisors at this firm

Blake M

Series 65

Temecula, CA

WELLth Advisory Services, LLC

Savannah W

Series 65

Springfield, TN

WELLth Advisory Services, LLC

Jeanne S

Series 66

Bowling Green, KY

WELLth Advisory Services, LLC

Michael R

Series 63, Series 65

Albuquerque, NM

WELLth Advisory Services, LLC

Joseph K

Series 66

Medina, OH

WELLth Advisory Services, LLC

Brian Q

CFA®, Series 63

Providence, RI

WELLth Advisory Services, LLC

Jonathon S

Series 63, Series 65

Linwood, NC

WELLth Advisory Services, LLC

Mario E

CFP®, Series 65

Shorewood, IL

WELLth Advisory Services, LLC

William E

Series 66

Providence, RI

WELLth Advisory Services, LLC

Jill P

Series 63, Series 66

Shorewood, IL

WELLth Advisory Services, LLC

Michael P

Series 63, Series 65

North Palm Beach, FL

WELLth Advisory Services, LLC

Zachary N

CFP®, Series 63, Series 66

Redwood City, CA

WELLth Advisory Services, LLC

Maxx K

Series 63, Series 65

Charlotte, NC

WELLth Advisory Services, LLC

Sara S

Series 63, Series 65

Austin, TX

WELLth Advisory Services, LLC

Marc B

CFP®, Series 66

Venice, FL

WELLth Advisory Services, LLC

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