PCG Wealth Management

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Total assets under management

$765,458,126

Total clients

1,723

11% high-net worth

Total advisors

of 23 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$444,259

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning fixed engagement fees up to $10,000; Retirement plan consulting fees may be flat fee as negotiated

Percentage

Investment advisory fees up to 1.60% annually, paid quarterly in advance or arrears

Commissions

Certain advisory representatives receive commission-based compensation for securities and insurance product sales, separate from advisory fees

Project-based

Financial planning services up to $500 per hour; Retirement plan consulting up to $400 per hour

Other

Fee-only: Financial planning services offered on an hourly basis up to $500/hour or fixed fee engagements up to $10,000

Disclosures

Main office location

PCG Wealth Management

5700 W. 112 Th Street,, Suite 120

Overland Park KS 66211, United States

Number of offices

Forms ADV

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

Quick links

Website (913) 323-3112

Advisors at this firm

Douglas D

CFP®, Series 66

Louisville, KY

PCG Wealth Management

William H

Series 66

Kansas City, MO

PCG Wealth Management

Michael G

Series 66

Series 66

Overland Park, KS

PCG Wealth Management

Christopher W

Series 63, Series 65

Overland Park, KS

PCG Wealth Management

Jonathan L

Series 66

Overland Park, KS

PCG Wealth Management

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