The Wealth Consulting Group

The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $1,222,981,952 in 5,791 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,223
    MILLION
  • Total Number of Accounts
    5,791
    ACCOUNTS
  • Average Account Value
    $211,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at The Wealth Consulting Group
Showing 1 - 10 of 82 top financial advisors.
1
Paul S. Lim
CRD#: 5084834
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
103
Wealthminder
score
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 9 years of experience in the finance industry. Paul Lim 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
John A. Adcock
CRD#: 4628189
8925 West Post Road - Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

John Adcock (CRD# 4628189) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 15 years of experience in the finance industry.

3
Mark A. Barrett
CRD#: 1121473
8925 West Post Road - Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

Mark Barrett (CRD# 1121473) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 25 years of experience in the finance industry. Mark Barrett 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.

4
Dane M. Brockman
CRD#: 5829993
4275 Executive Square Suite 1000, La Jolla, CA 92037
96
Wealthminder
score

Dane Brockman (CRD# 5829993) is an Investment Advisor Representative working at The Wealth Consulting Group in La Jolla, CA and has over 7 years of experience in the finance industry. Dane Brockman 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.

5
Mark C. Burns
CRD#: 2346046
8925 West Post Road - Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

Mark Burns (CRD# 2346046) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 24 years of experience in the finance industry. Mark Burns 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.

6
Douglas R. Clevenger
CRD#: 4457947
8925 West Post Road - Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

Douglas Clevenger (CRD# 4457947) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 16 years of experience in the finance industry. Douglas Clevenger 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.

7
Adrian P. Concepcion
CRD#: 2949203
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108
96
Wealthminder
score

Adrian Concepcion (CRD# 2949203) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 20 years of experience in the finance industry. Adrian Concepcion 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.

8
Cheryl A. Constantino
CRD#: 4355865
8925 West Post Road, Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

Cheryl Constantino (CRD# 4355865) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 17 years of experience in the finance industry. Cheryl Constantino 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.

9
David S. Fehrs
CRD#: 2912097
8925 West Post Road - Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

David Fehrs (CRD# 2912097) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 20 years of experience in the finance industry.

10
Gloria R. Franz
CRD#: 2249188
34220 Gateway Drive Suite 100, Palm Desert, CA 92211
96
Wealthminder
score

Gloria Franz (CRD# 2249188) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 25 years of experience in the finance industry. Gloria Franz 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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