Wen Capital Advisory Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,011,189
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
28% high-net worth
Advisors
1
of 1 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
60
HighAverage account size
$433,520
About
Wen Capital Advisory Group, Inc. is a registered investment adviser that serves individual and high‑net‑worth households and also works with charitable organizations, corporations, and pension or profit‑sharing plans. The firm offers financial planning and both discretionary and non‑discretionary portfolio management, and it may recommend or place clients with third‑party investment advisers.
The firm builds individualized asset allocations and uses fundamental analysis and mutual‑fund portfolios as primary tools, delivering written financial plans and ongoing monitoring to clients. Services include one‑time planning, ongoing advisory relationships, and structured arrangements to act as a co‑advisor or solicitor when recommending outside managers.
Noteworthy aspects include the owner’s activity as an independent life‑insurance agent, which the firm discloses can lead to insurance recommendations and related commissions, and the firm’s client mix that explicitly includes corporate and retirement‑plan clients—both less common among independent advisers of this size. The brochure discloses that the firm may receive a portion of fees from recommended third‑party advisers and describes steps it takes to disclose and manage those conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$30,000 - $100,000: 2.30% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - Over: 1.35%
Hourly fees between $198 and $375 per hour for financial planning and consulting services
Ongoing financial planning subscription fee with a minimum of $195 per month, negotiable
Minimum fee: Monthly minimum fee of $195 for ongoing financial planning services Fee-only: Hourly financial planning consulting fees range from $198 to $375 per hour; ongoing planning service minimum monthly fee $195, negotiable
Main office location
Wen Capital Advisory Group, Inc.
11100 San Pablo Ave, Suite 210
El Cerrito CA 94530, United States
Number of offices
2
Most active in
Wen Capital Advisory Group, Inc. 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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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