Wealth Advisors Group

Wealth Advisors Group (CRD# 122050) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $255,000,000 in 1,001 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $254,745
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

FL, IN, MI, OH, TX

Financial Advisors at Wealth Advisors Group
Showing 1 - 4 of 4 top financial advisors.
1
Patrick J. O Connell
CRD#: 4985255
12726 Coldwater Road, Fort Wayne, IN 46845
96
Wealthminder
score

Patrick O Connell (CRD# 4985255) is an Investment Advisor Representative working at Wealth Advisors Group in Fort Wayne, IN and has over 9 years of experience in the finance industry. Patrick O Connell 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
Joseph Dewald
CRD#: 2881285
10301dawson's Creek Blvd. Ste. B, Fort Wayne, IN 46825
93
Wealthminder
score

Joseph Dewald (CRD# 2881285) is an Investment Advisor Representative working at Wealth Advisors Group in Fort Wayne, IN and has over 19 years of experience in the finance industry.

3
Mark D. Vanderhagen
CRD#: 1634101
10301 Dawson's Creek Blvd. Ste. B, Fort Wayne, IN 46825
93
Wealthminder
score

Mark Vanderhagen (CRD# 1634101) is an Investment Advisor Representative working at Wealth Advisors Group in Fort Wayne, IN and has over 29 years of experience in the finance industry.

4
Alex J. Budzon
CRD#: 6019133
12726 Coldwater Road, Fort Wayne, IN 46845
89
Wealthminder
score

Alex Budzon (CRD# 6019133) is an Investment Advisor Representative working at Wealth Advisors Group in Fort Wayne, IN and has over 3 years of experience in the finance industry.

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