Wealth Resources Group
Wealth Resources Group (CRD# 110131) is a financial advisory firm headquartered in Westlake Village, CA. They manage $126,000,000 in 473 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts473ACCOUNTS
Average Account Value$266,385
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Neal Frankle (CRD# 1390756) is an Investment Advisor Representative working at Wealth Resources Group in Westlake Village, CA and has over 27 years of experience in the finance industry. Neal Frankle 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.
Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Wealth Resources Group in Beverly Hills, CA and has over 12 years of experience in the finance industry.