Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Wealth Strategies Group discloses a maximum, individually negotiated annual client fee of 1.5% in its Form ADV Part 2A (September 9, 2026), and says it may also charge a 20% performance fee to qualified clients. Converted to dollars, the 1.5% fee is up to $7,500 a year on a $500,000 account, before any performance fee; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Transamerica Financial Advisors Fees (2026).
More on this firm: Wealth Strategies Group Review (2026) and How to Leave Wealth Strategies Group.
The published numbers
From the Form ADV Part 2A (September 9, 2026): “Client fees are negotiated on a per client basis; however, the maximum annualized client fee will not exceed 1.5%.”
Note: CRD 326407 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant on file is Travis Allen Inc., doing business as Wealth Strategies Group, based in Newport Beach, California, and it is the active registration, distinct from an earlier inactive registrant of a similar name. The firm reports about $102.9 million in regulatory assets under management. The priced figure is the stated fee limit for portfolio management accounts, which serve individuals and high net worth individuals among other clients.
The published maximum: 1.5% per year (The priced figure is the 1.5% annual limit on the advisory fee for portfolio management accounts and nothing else. The brochure says accounts are also assessed transaction fees by the custodian, most accounts being held at Interactive Brokers, and that clients may pay custodian holding charges, fund management fees, sales charges, 12b-1 fees, surrender charges, variable annuity and retirement plan fees, mark-ups, spreads and wire fees, none of which the firm receives. Persons advising for the firm are also licensed insurance agents who earn commissions that are separate from and in addition to the advisory fee. The firm may also charge a 20% performance fee to qualified clients with at least $1,100,000 under management or a net worth of $2,200,000, and that fee is not included in the figures.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Each balance is priced at the stated 1.5% annual maximum applied to the whole account value. The brochure publishes no schedule of breakpoints, says fees are negotiated client by client, and collects them monthly in arrears. It says the firm generally does not require a minimum initial investment and discloses no minimum annual fee, so no floor applies. These are ceiling figures, not typical charges, and the actual rate is set in each client’s advisory agreement.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Wealth Strategies Group’s own published maximum rate runs up to $7,500 a year.
Comparing Wealth Strategies Group against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (September 9, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057428
- SEC Investment Adviser Public Disclosure, Travis Allen Inc. dba Wealth Strategies Group (CRD #326407): https://adviserinfo.sec.gov/firm/summary/326407
- Travis Allen Inc. dba Wealth Strategies Group, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/326407/PDF/326407.pdf
Methodology. This page was built September 28, 2026, drawing on Wealth Strategies Group’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.