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Wealth Builders Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,777,992
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
519
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
519
Average account size
$90,131
About
Wealth Builders Financial Group is a fee-only, registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm offers both discretionary and non-discretionary advisory agreements and performs account processing for certain small SIMPLE IRA plans; written financial planning is provided under a separate engagement.
The adviser uses fundamental security analysis and typically recommends mutual funds for clients with portfolios under $500,000 to achieve diversification, implementing client accounts primarily through Charles Schwab as custodian. Client accounts are reviewed at least quarterly with one-to-two in-person reviews annually, and clients receive a quarterly market update newsletter.
The firm is notable for managing roughly $38 million in assets for nearly 500 clients while operating as a solo practitioner, an unusually high client-to-advisor ratio for its peer group. A majority of advisory clients are also served by the adviser’s affiliated accounting and payroll businesses, and the firm’s client mix includes corporate and business entities, which differentiates it from many independent advisers.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $50,000: 2.00% annually $50,000 - $150,000: 1.50% annually $150,000 - $300,000: 1.00% annually $300,000+: 0.75% annually
$150 per hour for financial planning services.
Fee-only: Fee-only Registered Investment Advisor; does not receive commissions or other compensation.
Main office location
Wealth Builders Financial Group LLC
37 S. Cranberry Road, Suite A4
Westminster MD 21157-6276, United States
Number of offices
1
Most active in
Wealth Builders Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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