# The Wealth Consulting Group

> The Wealth Consulting Group is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 173194
- Filed as: THE WEALTH CONSULTING GROUP
- 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)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173194
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-consulting-group-las-vegas-nv-173194

## Quick answers

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

**How much does The Wealth Consulting Group charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Wealth Consulting Group located?**
The Wealth Consulting Group's principal office is in Las Vegas, NV, according to its Form ADV; the October 2026 filing also lists 20 other offices (Schedule D, Section 1.F).

**Is The Wealth Consulting Group registered with the SEC or a state?**
The Wealth Consulting Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173194.

**How much does The Wealth Consulting Group manage?**
The Wealth Consulting Group reports $6,276,683,993 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have The Wealth Consulting Group's assets and staff changed since 2021?**
In the Form ADV data for The Wealth Consulting Group: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Wealth Consulting Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,432); high net worth individuals (4,214); pension and profit sharing plans (but not the plan participants or government pension plans) (158).

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

**Does The Wealth Consulting Group 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/173194

**What changed in The Wealth Consulting Group's recent Form ADV filings?**
In the October 2026 filing data: No longer lists the business name Palo Verde Wealth Management, LLC.

## 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 April 27, 2026)

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

> The advisory fee is a percentage based on the value of all assets in the account, including cash holdings. The maximum advisory fee charged by WCG is 2.5%.

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

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $6,276,683,993
- Discretionary: $6,276,683,993
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,432 | $1,539,213,217 |
| High net worth individuals | 4,214 | $4,365,494,123 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 158 | $107,093,966 |
| Charitable organizations | 47 | $61,665,257 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 89 | $203,217,430 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 131 total, 131 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Agoura Hills, CA
- Albuquerque, NM
- Austin, TX
- Bellingham, WA
- Cupertino, CA
- Des Moines, IA
- Edmond, OK
- Leawood, KS
- Montgomery, AL
- Norfolk, NE
- Ottawa, KS
- Overland Park, KS
- Palm Desert, CA
- Phoenix, AZ
- San Diego, CA
- San Jose, CA
- San Ramon, CA
- Sugar Land, TX
- Topeka, KS
- Westlake Village, CA

### Websites listed on Form ADV (Item 1.I)
- anchor-wealth.com
- bairfinancialplanning.com
- balzerinvestment.com
- constantinocallender.com
- daroldmark.com
- edmondwealthmanagement.com
- embracewealthmgmt.com
- empathicwealth.com
- fideswealth.com
- financial-yogi.com
- haskellwm.com
- impactwealthplanners.com
- instrumentaladvisors.com
- jeffdweber.com
- jgwealthadvisors.com
- jhmwealthmanagement.com
- lifestrategyfin.com
- metcalfpartners.com
- mtxecapital.com
- naviguidewealth.com
- redwitzwealth.com
- reinertwealthmanagement.com
- sbg-investments.com
- sundanceinvest.com
- trulyalignedinc.com
- vwealth.com
- wealthcg.com
- wealthdsm.com
- wealthroutefinancial.com
- ybfp.com
- Facebook @AlissaToddWCG
- Facebook @AltenburgAssetAdvisors
- Facebook @BrianneSmithPFS
- Facebook @EmbraceWealthMgmt
- Facebook @FidesWealth
- Facebook @FranzTatumWealthManagement
- Facebook @LifeStrategyFin
- Facebook @MarkStarr.AAMS
- Facebook @MaxCliffordNorthStarAdvisor
- Facebook @MetcalfPartners
- Facebook @MichaelWoitkoskiWCG
- Facebook @NaviguideWealth
- Facebook @SBGInvestments
- Facebook @SundanceInvestmentsLLC
- Facebook @TheFinancialYogi
- Facebook @WCGDesMoines
- Facebook @WEALTHCGLV
- Facebook @bairfinancialplanning
- Facebook @constantinocallender
- Facebook @impactwealthplanners
- Facebook @jgwealthadvisors
- Facebook @jhmwealthmanagement
- Facebook @julia.c.immel
- Facebook facebook.com
- Facebook @vwealthkansas
- Facebook @wealthdsm
- Facebook @wealthroutefinance
- Instagram @alissatodd_
- Instagram @empathicwealthpartners
- Instagram @financialyogi
- Instagram @naviguidewealth
- LinkedIn @empathic-wealth-partners
- LinkedIn @market-cycle-financial-llc
- LinkedIn @metcalf-partners-wealth-management
- LinkedIn @reinert-wealth-management
- LinkedIn @the-wealth-consulting-group
- LinkedIn @vwealthkansas
- LinkedIn @aaronherwig
- LinkedIn @adriane-lowe
- LinkedIn @aggieadvisor
- LinkedIn @ajdaddio
- LinkedIn @alex-friday-9b34112a4
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- LinkedIn @financial-yogi
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- LinkedIn @richardmeyer
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- LinkedIn @roymoon
- LinkedIn @ryan-mueller
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- LinkedIn @ryandavisadvisor
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- LinkedIn @thekimberlycorp
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- LinkedIn @timcarlin1
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- LinkedIn @tylerjameshollis
- LinkedIn @wcgaustin
- LinkedIn @wealthadvisorjeffreygall
- LinkedIn @william-tangog-0a917b2a
- X @BairFinancial
- X @MarciBair
- X @SundanceInvest
- X @ThePersonal_CFO
- X @V_I_C_T_O_R___
- X @WCGDesMoines
- X @WEALTHCG
- X @alissatodd_
- X @finadvisorKCMO
- X @investmentgurus
- X @jleewcg
- X @naviguide
- X @Briannecpa
- X @JeffreyGallcfp
- X @lifestrategyfin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,153,154,930 | 151 | September 1, 2021 |
| October 2022 | $2,872,169,809 | 120 | August 4, 2022 |
| October 2023 | $2,795,803,920 | 272 | September 26, 2023 |
| October 2024 | $5,194,180,776 | 264 | September 19, 2024 |
| October 2025 | $5,446,595,206 | 204 | July 28, 2025 |
| October 2026 | $6,276,683,993 | 131 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- No longer lists the business name Palo Verde Wealth Management, LLC.

### 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.

### 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.

### 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.

### 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).

### March 2026
- No longer lists the business name Lucas Wealth Strategies.
- Updated its list of owners and control persons (Schedule A).

### 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).

### January 2026
- Added the business name McCormick Advisory + Planning.

### December 2025
- Added the business name Boyd Wealth.
- Added an office in Chico, CA.
- No longer lists an office in Leawood, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Consulting Group (CRD 173194): Form ADV filing data as of October 2026.