# Wealth Advisory Solutions, LLC

> Wealth Advisory Solutions, LLC is an SEC-registered investment advisory firm in Zionsville, IN, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 288903
- Filed as: WEALTH ADVISORY SOLUTIONS, LLC
- Also doing business as: CEDAR WEALTH PARTNERS, ENVISION RIA, INTELLIGENT DESIGN ADVISORS, LLC, THE MONUMENT CIRCLE GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zionsville, IN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288903
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-advisory-solutions-llc-zionsville-in-288903

## Quick answers

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

**How much does Wealth Advisory Solutions, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $999,999: 1.25% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Advisory Solutions, LLC located?**
Wealth Advisory Solutions, LLC's principal office is in Zionsville, IN, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Wealth Advisory Solutions, LLC registered with the SEC or a state?**
Wealth Advisory Solutions, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288903.

**How much does Wealth Advisory Solutions, LLC manage?**
Wealth Advisory Solutions, LLC reports $599,108,779 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).

**How have Wealth Advisory Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Advisory Solutions, LLC: Regulatory assets under management: $645,746,830 in the October 2021 data and $599,108,779 in the October 2026 data, down 7%. Total employees: 14 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Advisory Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (580); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Wealth Advisory Solutions, LLC use?**
Wealth Advisory Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wealth Advisory Solutions, LLC 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/288903

## 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 19, 2026)

- Up to $999,999: 1.25% a year
- Above $1,000,000: 1% a year

> TMCG charges their annual fee based on the following fee schedule: Assets Under Management Fee Under $1,000,000 1.25% $1,000,000 and up 1.00%

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.
- Wells Fargo Clearing Services, 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: $599,108,779
- Discretionary: $584,762,379
- Non-discretionary: $14,346,400

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 580 | $120,120,089 |
| High net worth individuals | 98 | $467,315,602 |
| 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) | 2 | $3,914,347 |
| Charitable organizations | 2 | $7,466,792 |
| 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 | 2 | $291,949 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, FL, GA, IL, IN, KY, LA, MI, NH, NY, OH, SC, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brownsburg, IN
- Terre Haute, IN
- Zionsville, IN

### Websites listed on Form ADV (Item 1.I)
- cedarwealthpartners.com
- envisionria.com
- intelligentdesignadvisors.com
- themonumentcirclegroup.com
- wasadvisors.com
- LinkedIn @cedar-wealth-partners
- LinkedIn @intelligent-design-advisors
- LinkedIn @wealth-advisory-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $645,746,830 | 14 | March 22, 2021 |
| October 2022 | $717,733,704 | 19 | August 4, 2022 |
| October 2023 | $667,135,130 | 19 | July 19, 2023 |
| October 2024 | $535,354,023 | 19 | August 12, 2024 |
| October 2025 | $560,401,982 | 11 | June 26, 2025 |
| October 2026 | $599,108,779 | 11 | March 19, 2026 |

Regulatory assets under management: $645,746,830 in the October 2021 data and $599,108,779 in the October 2026 data, down 7%.
Total employees: 14 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Advisory Solutions, LLC (CRD 288903): Form ADV filing data as of October 2026.