Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
98
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
HighAverage account size
$0
About
Financial Strategies for Today and Tomorrow Wealth Management Group is a fee‑based financial planning and investment advisory firm that works with individual clients through written financial plans and ongoing advisory relationships. The firm offers negotiable fixed‑fee or hourly planning engagements and places client assets with third‑party money managers while serving as the client’s liaison and providing periodic account reviews.
Rather than exercising discretionary trading authority, the firm typically refers clients to third‑party managers (the brochure cites relationships with firms such as Gradient Investments and AssetMark) and shares in those managers’ advisory fees; it assists with account paperwork, monitors custodial statements, and communicates recommended actions to clients. Financial planning services encompass estate, tax, insurance and investment topics, and clients are expected to engage other professionals (lawyers, accountants, insurance agents) directly when needed.
Distinctive aspects include an affiliated insurance practice operated by the firm’s president, who spends a majority of his time on that business and discloses the resulting conflicts of interest when insurance products are discussed. The firm also departs from many peers by not providing direct discretionary portfolio management or proxy‑voting for client accounts, operating as a solo advisor practice that relies on multiple third‑party platforms and fee‑sharing arrangements.
Client services
Financial planning
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0+: Gradient Investments Strategic Portfolios: 2.00% annually (1.00% to Gradient, 1.00% to FS-WMG) $0+: Gradient Investments Tactical Portfolios: 1.80% annually (0.80% to Gradient, 1.00% to FS-WMG) plus 0.20% ETF fee $0+: Gradient Investments Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient, 1.00% to FS-WMG) $0+: Gradient Investments Preservation Portfolios: 1.00% annually (0.40% to Gradient, 0.60% to FS-WMG) $0+: Gradient Investments Private Wealth Portfolios: 1.50% annually (0.50% to Gradient, 1.00% to FS-WMG) $0+: Gradient Investments Client Directed Accounts: $300 flat fee to Gradient, $0 to FS-WMG $0 - $250,000: AssetMark GuideMark / Affiliated Mutual Funds and Third-Party Mutual Funds: 0.45% to 0.50% annually with minimums ranging $10,000 to $25,000 $250,000 - $500,000: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.20% to 0.40% annually $500,000 - $1,000,000: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.30% to 0.35% annually $1,000,000 - $2,000,000: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.25% to 0.33% annually $2,000,000 - $3,000,000: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.15% to 0.30% annually $3,000,000 - $5,000,000: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.15% to 0.25% annually $5,000,000+: AssetMark GuideMark / Third-Party Mutual Funds: rates from 0.10% to 0.20% annually $250,000+: Separately Managed Accounts vary by manager and strategy, ranging approximately from 0.60% to 1.05% annually with minimums between $125,000 and $1,000,000 depending on account type
$450 per hour for financial planning services
Minimum fee: Financial planning fixed fee up to $10,000 (negotiable) Fee-only: Financial planning fixed fees up to $10,000 (negotiable), hourly fees at $450 per hour, plus AUM fees for third party money management services.
Main office location
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
6 Hutton Centre Drive, Penthouse Suite 1400
Santa Ana CA 92707, United States
Number of offices
1
Most active in
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
Quick links
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