Wealth Consulting Group- Financial Advisor Sugar Land, TX

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About Wealth Consulting Group

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

In order to further serve and support our clients, we are proud to announce our partnership with City National Rochdale. This partnership offers a blend of personalized financial advice and investment management. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs. For more information, please visit https://www.cnrpartner.com/partner/2046 .

See Disclosures

General Information

Firm Start Year

1926

Firm CRD#

6413

Insurance License#

4568650

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Total Assets Under Management by Advisor

$200,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly, Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Additional Details on Charges

Fee is based on scope of work and assets placed under management.

Minimum Fee Charged for Hourly Planning Accounts

$500

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

WCG Wealth Advisors ADV Part 2A https://static.fmgsuite.com/media/documents/75c5378a-a283-4918-b6f6-582a58d1f32b.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Wealth Consulting Group