The Wealth Advantage Group, Inc.

The Wealth Advantage Group, Inc. is a fee-only financial planning and investment management firm that serves individuals (including high‑net‑worth clients), business entities, trusts, and qualified and non‑qualified retirement plans. It offers comprehensive financial planning across retirement, tax, estate, insurance and business planning topics and provides ongoing portfolio management, typically under discretionary authority.

The firm emphasizes credentialed personnel, requiring anyone with investment‑advice duties to hold a CPA, PFS, CFA, CFP designation, FINRA Series licensing, or comparable experience, and it builds client plans from cash‑flow modeling, risk‑tolerance assessment and a global asset allocation framework. Portfolio construction focuses on asset allocation and asset location, generally using mutual funds and ETFs (and occasionally individual securities or no‑load, low‑expense annuity sub‑accounts), with ongoing supervision and periodic rebalancing and reviews.

Distinctive aspects compared with many peers include its stated fee‑only business model and its transition to SEC registration in 2024, along with an explicit statement that it has no minimum account value to establish a relationship. The brochure also discloses the use of third‑party solicitors who receive a portion of advisory fees and an atypical trade‑error policy in which the firm reimburses client losses from errors but retains net gains to offset future losses.