Consolidated Portfolio Review Corp

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

Minimum annual fee: $90

As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,591,860,061 as of October 2026, filing dated June 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

3 DIMENSIONAL WEALTH ADVISORY, ACHILLE WEALTH PARTNERS, AMERICAN CAPITAL ADVISORS, LLC, AVENUE WEALTH PARTNERS, CHAMBERLAIN GROUP, CHIAPPETTA FINANCIAL GROUP, DALTON WEALTH GROUP, DELANCEY WEALTH MANAGEMENT, EDMONSON WEALTH MANAGEMENT, FAMILY LEGACY ADVISORY GROUP, FINANCIAL RESOURCES INC., GOLDEN ELDRIDGE FINANCIAL LLC, GRANITE CANYON WEALTH, HATTIG FINANCIAL COMPANY, HEWITT PLANNING SERVICES, LEGACY SOLUTIONS WEALTH MANAGEMENT LLC, MARTINSON STOLLER ADVISORS, NATIONAL ONE ADVISORS, OMNIWEALTH LLC, PARAMOUNT FINANCIAL GROUP, LLC., QUARTERS WEALTH MANAGEMENT LLC., RAMIREZ WEALTH MANAGEMENT, RANDALL WEALTH MANAGEMENT, SCOPO CAPITAL PLANNING, SEQUOIA WEALTH & RISK MANAGEMENT, STARR INVESTMENT SERVICES INC., STOLLER INVESTMENT ADVISORS, INC., STONEFIELD WEALTH MANAGEMENT, STRATEGIC WEALTH ENDEAVOR INC, STREAMLINE ASSET MANAGEMENT, LLC, SUMMIT ADVISORS NW, THE VISPER GROUP, LLC, VAUGHT WEALTH MANAGEMENT, VIRTUS WEALTH INC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

1991 (34 years)

Employees

Total: 56. Performing investment advisory functions: 47.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

33 other offices, as of the July 2026 filing

Bedford, NHCaldwell, NJCincinnati, OHConcord, CADanville, CADuxbury, MAEl Paso, TXEmeryville, CAGolden, COGreenville, SCHenderson, NVHermosa Beach, CAHowell, MIIncline Village, NVIndianapolis, MIIrvine, CAJericho, NYKahuku, HIKey West, FLLocust Valley, NYLong Beach, CALongmont, COMedia, PAMilford, OHNashua, NHNorthwood, OHPennington, NJPortland, ORSandy, UTSouth Jordan, UTWalnut Creek, CAWashington, DCWorcester, MA

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $470,728,002 in the October 2021 data and $1,591,860,061 in the October 2026 data, up 238%.

Total employees: 17 in October 2021 and 56 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name Achille Wealth Partners.
   • Added an office in Media, PA.
2. June 2026
   • Added the business name Avenue Wealth Partners.
   • Added an office in Caldwell, NJ.
3. April 2026
   • No longer lists the business name Zircon Financial Planning, LLC.
   • No longer lists the business name Quarters Wealth Management LLC.
   • No longer lists the business name Stoecklein Financial Services.
   • No longer lists the business name Starr Financial Services Inc..
   • No longer lists the business name Visper Wealth Management.
   • No longer lists the business name Omni Wealth LLC.
   • Added the business name Quarters Wealth Management LLC..
   • Added the business name Starr Investment Services Inc..
   • Added the business name Family Legacy Advisory Group.
   • Added the business name Edmonson Wealth Management.
   • Added the business name Ramirez Wealth Management.
   • Added the business name The Visper Group, LLC.
   • Added the business name Omniwealth LLC.
   • Employees performing advisory functions went from 44 to 47.
   • Regulatory assets under management went from $1,294,955,167 to $1,591,860,061 (+23%).
   • Changed its office addresses in Northwood, OH.
   • Added an office in Bedford, NH.
   • Added an office in Cincinnati, OH.
   • Added an office in Concord, CA.
   • Added an office in Indianapolis, MI.
   • No longer lists an office in Manhattan, KS.
4. March 2026
   • Added the business name Stoller Investment Advisors, Inc..
   • Added the business name Omni Wealth LLC.
   • Added an office in Cincinnati, OH.
5. February 2026
   • No longer lists the business name Red Horse Financial Group.
   • Added the business name Quarters Wealth Management LLC.
   • Added an office in Howell, MI.
   • No longer lists an office in Sunnyvale, CA.
6. December 2025
   • Added the business name Starr Financial Services Inc..
   • Employees performing advisory functions went from 28 to 44.
7. November 2025
   • Added the business name Chamberlain Group.
   • Added an office in Irvine, CA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.