Wallace Advisory Group, LLC

Wallace Advisory Group, LLC (CRD# 281049) is a financial advisory firm headquartered in Lafayette, CA. They manage $127,145,754 in 266 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $477,992
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, HI, NV, TX

Financial Advisors at Wallace Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William C. Wallace
CRD#: 1159636
3658 Mount Diablo Boulevard, Suite 225, Lafayette, CA 94549
96
Wealthminder
score

William Wallace (CRD# 1159636) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 20 years of experience in the finance industry.

2
Joseph W. Wallace
CRD#: 6137314
3658 Mount Diablo Boulevard, Suite 225, Lafayette, CA 94549
93
Wealthminder
score

Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 5 years of experience in the finance industry. Joseph Wallace 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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