The Wealth Consulting Group logo

The Wealth Consulting Group

Updated today
Connect with this firm

Total assets under management

$5,446,595,206

More info

Total clients

12,136

32% high-net worth

Total advisors

115

of 204 employees

Firm size

Enterprise

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

Average clients per advisor

106

Average account size

$448,797

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

$0 - $250,000: Negotiable, varies by advisor and client $250,000 - $500,000: Negotiable, varies by advisor and client $500,000+: Negotiable, varies by advisor and client

Commissions

Possible commissions and 12b-1 fees related to variable annuities and securities sales by advisor if also a registered representative.

Project-based

Hourly consulting fees for financial planning and consulting services; rates are negotiable and detailed in client agreement.

Subscriptions

Subscription-based financial planning services available; fees are flexible and detailed in Item 5.

Other

Account minimum: $1,000 (lowest stated minimum for advisory program enrollment) Fee-only: Advisory fees based on percentage of assets under management, negotiated by advisor and client, up to 2.0% annually maximum. Fees vary by program and client.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

The Wealth Consulting Group

8925 West Post Road, 2 Nd Floor

Las Vegas NV 89148, United States

Number of offices

51

Forms ADV

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

Quick links

LinkedIn Facebook X Website 702-263-1919

Advisors at this firm

Scroll left Scroll right
user avatar

Kimberly T

Series 66

Albuquerque, NM

The Wealth Consulting Group
user avatar

Christopher R

CFP®, Series 63, Series 65

San Diego, CA

The Wealth Consulting Group
user avatar

Alissa T

Series 66

Las Vegas, NV

The Wealth Consulting Group
user avatar

Paul L

CFP®, Series 66

San Diego, CA

The Wealth Consulting Group
user avatar

Roy M

Series 66

Las Vegas, NV

The Wealth Consulting Group
user avatar

Richard M

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group
user avatar

Zachary B

PFS™

Reno, NV

The Wealth Consulting Group
user avatar

Eric W

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group
user avatar

Ana P

Series 63, Series 65

San Diego, CA

The Wealth Consulting Group
user avatar

Jeff W

CFP®, Series 66

Las Vegas, NV

The Wealth Consulting Group
user avatar

Julia M

CFP®, Series 63, Series 66

Las Vegas, NV

The Wealth Consulting Group
user avatar

Robert M

CFP®, Series 63

Palm Desert, CA

The Wealth Consulting Group
user avatar

Dane B

CFP®, Series 66

Las Vegas, NV

The Wealth Consulting Group
user avatar

Ryan W

CFP®, Series 66

Ottawa, KS

The Wealth Consulting Group
user avatar

Nila T

ChFC®, Series 63, Series 65

Palm Desert, CA

The Wealth Consulting Group
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")