Wealth Design Group

Wealth Design Group (CRD# 134480) is a financial advisory firm headquartered in Sacramento, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
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.


Financial Advisors at Wealth Design Group
Showing 1 - 1 of 1 top financial advisors.
Gary L. Pevey
CRD#: 2129469
3445 American River Dr, Ste C, Sacramento, CA 95864

Gary Pevey (CRD# 2129469) is an Investment Advisor Representative working at Wealth Design Group in Sacramento, CA and has over 25 years of experience in the finance industry. Gary Pevey 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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