Carlsbad Wealth Advisory Group, Inc.

Carlsbad Wealth Advisory Group, Inc. (CRD# 146587) is a financial advisory firm headquartered in Carlsbad, CA. They manage $115,037,529 in 831 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    831
    ACCOUNTS
  • Average Account Value
    $138,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Carlsbad Wealth Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Andrew P. Sontag
CRD#: 4685106
5927 Balfour Ct, Suite 207, Carlsbad, CA 92008
96
Wealthminder
score

Andrew Sontag (CRD# 4685106) is an Investment Advisor Representative working at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA and has over 10 years of experience in the finance industry. Andrew Sontag has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David L. George
CRD#: 1908703
5927 Balfour Ct, Suite 207, Carlsbad, CA 92008
86
Wealthminder
score

David George (CRD# 1908703) is an Investment Advisor Representative working at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA and has over 27 years of experience in the finance industry. David George has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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