The Wealth Consulting Group

• 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

Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated April 27, 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

$6,276,683,993 as of October 2026, filing dated September 29, 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
• Pension consulting services
• Selection of other advisers (including private fund managers)

Legal name

WCG Wealth Advisors, LLC

Also doing business as

ALTENBURG ASSET ADVISORS, LLC, ANCHOR WEALTH MANAGEMENT GROUP, LLC, BAIR FINANCIAL PLANNING, BALZER INVESTMENT MANAGEMENT, LLC, BRIANNE FINANCIAL, CROW CANYON INVESTMENT & FINANCIAL PLANNING, DAROLD MARK & ASSOCIATES, EDMOND WEALTH MANAGEMENT, EMBRACE WEALTH MANAGEMENT, EMPATHIC WEALTH PARTNERS, FIDES WEALTH STRATEGIES GROUP, FINANCIAL YOGI, FRANZ TATUM WEALTH MANAGEMENT, GEN 4 WEALTH ADVISORS, HASKELL WEALTH MANAGEMENT, IMPACT WEALTH PARTNERS, INSTRUMENTAL ADVISORS, JEFFREY GALL WEALTH ADVISORS, JHM WEALTH MANAGEMENT, INC., KC WEALTH ADVISOR, LLC, LIFE STRATEGY FINANCIAL, MARKET CYCLE FINANCIAL, MCCORMICK ADVISORY + PLANNING, METCALF PARTNERS WEALTH MANAGEMENT, MTXE CAPITAL, NAVIGUIDE WEALTH PARTNERS, NICHOLS WEALTH MANAGEMENT, RDM ASSOCIATES, REDWITZ WEALTH MANAGEMENT, REINERT WEALTH MANAGEMENT, STONEBRIDGE GLOBAL INVESTMENTS, SUNDANCE INVESTMENTS LLC, TRULY ALIGNED INC., V WEALTH, V WEALTH MANAGEMENT, WEALTHROUTE LLC, YERBA BUENA FINANCIAL PARTNERS

Registration

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

Registered since

2014 (12 years)

Employees

Total: 131. Performing investment advisory functions: 131.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

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.

Other offices (Schedule D, Section 1.F)

20 other offices, as of the October 2026 filing

Agoura Hills, CAAlbuquerque, NMAustin, TXBellingham, WACupertino, CADes Moines, IAEdmond, OKLeawood, KSMontgomery, ALNorfolk, NEOttawa, KSOverland Park, KSPalm Desert, CAPhoenix, AZSan Diego, CASan Jose, CASan Ramon, CASugar Land, TXTopeka, KSWestlake Village, CA

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWVWY

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: $2,153,154,930 in the October 2021 data and $6,276,683,993 in the October 2026 data, up 192%.

Total employees: 151 in October 2021 and 131 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. October 2026
   • No longer lists the business name Palo Verde Wealth Management, LLC.
2. August 2026
   • Added the business name Wealthroute LLC.
   • Added the business name Jeffrey Gall Wealth Advisors.
   • Added the business name Empathic Wealth Partners.
   • Added the business name Crow Canyon Investment & Financial Planning.
   • Added an office in San Ramon, CA.
   • No longer lists an office in Sacramento, CA.
3. July 2026
   • No longer lists the business name Boyd Wealth.
   • No longer lists the business name Kansas City Retirement Planning, LLC.
   • Registered or notice-filed in VI, WV.
4. May 2026
   • Changed its office addresses in Palm Desert, CA.
   • Added an office in Leawood, KS.
   • Added an office in Overland Park, KS.
   • No longer lists an office in Chico, CA.
   • No longer lists an office in Rancho Mirage, CA.
5. April 2026
   • Regulatory assets under management went from $5,446,595,206 to $6,276,683,993 (+15%).
   • Employees performing advisory functions went from 115 to 131.
   • No longer lists the business name Bright Advisors, LLC.
   • Added an office in Bellingham, WY.
   • No longer lists an office in Sherman Oaks, CA.
   • Updated its list of owners and control persons (Schedule A).
6. March 2026
   • No longer lists the business name Lucas Wealth Strategies.
   • Updated its list of owners and control persons (Schedule A).
7. February 2026
   • Added the business name Life Strategy Financial.
   • No longer lists the business name Bydand Financial, LLC.
   • Added an office in Des Moines, IA.
   • Added an office in Topeka, KS.
   • No longer lists an office in Overland Park, KS.
   • No longer lists an office in San Rafeal, CA.
   • Updated its list of owners and control persons (Schedule A).
8. January 2026
   • Added the business name McCormick Advisory + Planning.
9. December 2025
   • Added the business name Boyd Wealth.
   • Added an office in Chico, CA.
   • No longer lists an office in Leawood, KS.

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