# The Wealth Advantage Group, Inc.

> The Wealth Advantage Group, Inc. is an SEC-registered investment advisory firm in Columbus, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 122231
- Filed as: THE WEALTH ADVANTAGE GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122231
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231

## Quick answers

**How is The Wealth Advantage Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Wealth Advantage Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does The Wealth Advantage Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $180 to $250 an hour (financial planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Wealth Advantage Group, Inc. located?**
The Wealth Advantage Group, Inc.'s principal office is in Columbus, OH, according to its Form ADV.

**Is The Wealth Advantage Group, Inc. registered with the SEC or a state?**
The Wealth Advantage Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 122231.

**How much does The Wealth Advantage Group, Inc. manage?**
The Wealth Advantage Group, Inc. reports $146,398,143 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have The Wealth Advantage Group, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for The Wealth Advantage Group, Inc.: Regulatory assets under management: $125,548,188 in the October 2024 data and $146,398,143 in the October 2026 data, up 17%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Wealth Advantage Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (46).

**Which custodians does The Wealth Advantage Group, Inc. use?**
The Wealth Advantage Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Wealth Advantage Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122231

**What changed in The Wealth Advantage Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $132,717,588 to $146,398,143 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Hourly rate: $180 to $250 an hour (financial planning and consulting fees)

> WA Group’s financial planning and consulting fees are negotiable, but generally range from $180 to $250 on an hourly basis and from $2,500 to $10,000 on a fixed fee basis, depending upon the level and scope of the services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $146,398,143
- Discretionary: $145,922,311
- Non-discretionary: $475,832

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $33,628,190 |
| High net worth individuals | 46 | $112,769,953 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthadvantagegroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,548,188 | 3 | April 9, 2024 |
| October 2025 | $132,717,588 | 3 | March 7, 2025 |
| October 2026 | $146,398,143 | 3 | March 5, 2026 |

Regulatory assets under management: $125,548,188 in the October 2024 data and $146,398,143 in the October 2026 data, up 17%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $132,717,588 to $146,398,143 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Advantage Group, Inc. (CRD 122231): Form ADV filing data as of October 2026.