Wealth Advisors Network, Inc.

Wealth Advisors Network provides comprehensive wealth-care services to individuals (including high‑net‑worth clients), trusts, charitable organizations, closely held businesses, and retirement plans, delivering portfolio management and financial planning on both discretionary and non‑discretionary bases. Services are offered through firm programs such as the CMAP asset management program and a co‑advised WealthPort advisor‑directed wrap program, with the option to engage third‑party money managers and sub‑advisors.

The firm’s investment approach emphasizes diversification and active management, using mutual funds, ETFs, individual securities, and fixed‑income instruments while applying modeling and research tools to align portfolios with client risk tolerances. WAN maintains recommended model portfolios — including distinct guidance for accounts above and below $150,000 — and uses a risk profile questionnaire to determine asset mixes and rebalancing or repositioning as appropriate.

WAN’s business model blends advisory services with brokerage, insurance, and accounting affiliations: many adviser representatives are registered representatives of Cambridge Investment Research, some are licensed to sell insurance, and several have ties to accounting firms such as Contryman Associates, creating multiple compensation channels (including commissions, promoter/referral fees, and wrap program arrangements) that the firm discloses. The firm also operates from multiple offices and participates as a co‑advisor in a sponsored wrap program, features that are less common among comparable team firms and can influence how services, custody, and fee arrangements are structured.