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Updated September 28, 2026. Quick answer: The Wealth Consulting Group is registered with the SEC as an investment adviser (CRD #173194, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $12,500 a year (the published maximum) under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $125 at LPL Financial, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
For a closer look at this firm: The Wealth Consulting Group Alternatives.
The Wealth Consulting Group at a glance
| Fact | What The Wealth Consulting Group’s own pages say |
|---|---|
| Legal entity | WCG Wealth Advisors, LLC |
| Registration | WCG Wealth Advisors, LLC is registered with the SEC as an investment adviser (CRD #173194, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $12,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for The Wealth Consulting Group |
| Cost to leave (exit fee) | $50 at Schwab, or $125 at LPL Financial, depending on your custodian |
What The Wealth Consulting Group’s own fee schedule charges
CRD 173194 is ACTIVE and SEC-registered (Approved 10/1/2014), confirmed live via IAPD on 2026-09-28. The brochure dated March 31, 2026 states discretionary AUM of $6,276,683,993 (about $6.28 billion) as of December 31, 2025. WCG discloses minimum account size requirements that vary by program but no separate dollar minimum annual fee for the core advisory fee.
“At no time will the Management Fee assessed by WCG exceed 2.5% of the gross assets under management (valued at fair market value).”
WCG’s Item 5 states a single firm-wide ceiling on its own advisory fee, capped at 2.5% of gross AUM, so the figures below price a new client at that maximum for a standard, non-platform advisory account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
See the full breakdown, including how the figure is calculated, on The Wealth Consulting Group’s own fee page.
Registration
WCG Wealth Advisors, LLC is registered with the SEC as an investment adviser (CRD #173194, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for The Wealth Consulting Group.
What it costs to leave
WCG Wealth Advisors, LLC’s Form ADV Part 2A states “The advisory relationship can be terminated by the client or by third parties to the contract in accordance with the provisions of the Investment Advisory Agreement.” WCG Wealth Advisors, LLC names three possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” LPL Financial LLC’s own published fee schedule states “Outgoing Account Transfer, for processing full account transfer of all assets and positions to another financial institution (excludes retirement accounts): $125, Per account.” Fidelity Brokerage Services LLC discloses no comparable line item (an honest gap).
The full walkthrough for The Wealth Consulting Group is on our how to leave The Wealth Consulting Group page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036285
- SEC IAPD firm summary (CRD #173194, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/173194
Methodology. This page was built September 28, 2026, drawing directly on The Wealth Consulting Group’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for The Wealth Consulting Group; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading The Wealth Consulting Group’s own Form ADV Part 2A and Form CRS. We have not used The Wealth Consulting Group as a client. The Wealth Consulting Group did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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