The Wealth Consulting Group

What The Wealth Consulting Group does

The Wealth Consulting Group is a privately held, fee-based wealth advisory firm founded in 1995 and headquartered in Las Vegas, Nevada, that delivers integrated financial planning and investment management services to high net worth and ultra high net worth individuals and families, business owners, pre-retirees and retirees, corporate executives, and high-earner-not-rich-yet (HENRY) professionals. Its core offering is organized around the proprietary pCFO Formula™, which positions the advisor as a personal Chief Financial Officer coordinating investment management, financial planning, insurance and risk management, corporate retirement plans, executive and employee benefits, and values-based investing into a single client engagement delivered through a three-step Discover, Build, Action onboarding process.

The firm's investment platform uses a core-satellite approach built on Modern Portfolio Theory, with model portfolios designed and maintained by an internal Investment Strategy Committee comprising the CIO, Chief Market Strategist, Managing Partners, and credentialed professionals holding CFA, CMT, CAIA, CFP, CLU, and Ph.D. designations. Technology integrations are limited to third-party analytics platforms, primarily Morningstar and Riskalyze, which support portfolio analytics and risk tolerance assessment. Securities are offered through LPL Financial (Member FINRA/SIPC) and investment advice is provided through the affiliated SEC-registered investment advisor, WCG Wealth Advisors, LLC.

The firm operates on a fee-based (not commission) revenue model with many portfolios available through wrap accounts that bundle advisory and trading costs into a single transparent fee. Go-to-market is sales-led and consultative, delivered through a network of affiliated financial advisors, supported by an extensive content marketing engine (Better Thinking blog, Resource Center, financial calculators, educational videos, a risk tolerance quiz) and regular earned media features on Fox Business, Bloomberg, and CNBC. Disclosed strategic activity includes the July 2023 acquisition of V Wealth and the December 2025 appointment of Jason Ehrlich as CFO and Head of Corporate Development with explicit mandate over M&A, partnerships, and capital planning.

Name

The Wealth Consulting Group

Legal name

The Wealth Consulting Group

Website

https://wealthcg.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management advisory
• Financial planning services
• Investment management solutions
• Personal CFO services
• Insurance risk management

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fee-Based Advisory Services: The firm operates on a fee-based model (not commissions) for their model portfolios and investment management services, ensuring advisor incentives are aligned with client success. Many portfolios are available through wrap accounts that bundle advisory and trading costs into one transparent fee. Additional revenue comes from financial planning services and investment advisory fees through WCG Wealth Advisors, LLC, a SEC Registered Investment Advisor.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

The Wealth Consulting Group is a fee-based wealth advisory firm delivering Investment Management, Financial Planning, Insurance & Risk Management, Corporate Retirement Plans, Executive/Employee Benefits, and Values-Based Investing. Services are unified under the proprietary pCFO Formula, where each client is assigned a personal Chief Financial Officer who coordinates investments, financial planning, insurance, tax strategy, and estate planning into one cohesive program.

Product overview

The Wealth Consulting Group operates as a comprehensive wealth management advisory firm offering a unified service model built around its proprietary pCFO Formula. The core offering consists of six integrated service lines: Investment Management (using WCG Model Portfolios built on Modern Portfolio Theory), Financial Planning, Insurance & Risk Management, Corporate Retirement Plans, Executive/Employee Benefits, and Values-Based Investing. The pCFO Formula serves as the unifying framework, positioning the firm as a personal Chief Financial Officer coordinating all aspects of clients' financial lives.

Differentiator

Problem solved

Functional benefit

Brands

• WCG Wealth Advisors, LLC: A registered investment advisor providing investment advice services affiliated with The Wealth Consulting Group.
• pCFO Formula™

Products and services

• Investment Management

Quantifiable outcome

• Fee-based structure aligns advisor incentives with client success
• +1 more outcomes

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreTechnology or IntegrationLPL Financial is the broker-dealer through which The Wealth Consulting Group's financial consultants are registered representatives. Securities are offered through LPL Financial, Member FINRA/SIPC. This is a core partnership providing the regulatory and custodial infrastructure for securities transactions.
• WCG Wealth Advisors, LLCcoreStrategic or Co-development PartnerWCG Wealth Advisors, LLC is the SEC Registered Investment Advisor through which investment advice is offered. The firm employs individuals who may be registered representatives of LPL Financial and investment adviser representatives of WCG, or solely investment adviser representatives of WCG. WCG and The Wealth Consulting Group operate as separate but affiliated entities.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Focus Financial Partners: RIA aggregator that partners with independent advisory firms, directly comparable to WCG's stated M&A and affiliation strategy under the leadership of a recently hired CFO/Head of Corporate Development.
• Edelman Financial Engines: Largest US independent RIA combining financial planning with investment management, comparable in fee-based model, comprehensive planning scope, and HNW client focus.
• HighTower Advisors: National RIA built by aggregating breakaway advisors, comparable to WCG's strategy of growing via advisor recruitment and acquisition while maintaining fiduciary wealth management services.
• Carson Group: RIA and broker-dealer affiliate network providing wealth management, coaching, and advisor support, directly comparable to WCG's LPL-affiliated, advisor-led distribution model.
• Mariner Wealth Advisors: National RIA that has scaled aggressively through M&A and advisor affiliation, offering wealth advisory, financial planning, and tax services — a comparable model to WCG's emerging roll-up strategy.
• Creative Planning: Large, fee-only RIA offering comprehensive wealth management, financial planning, and tax services to HNW/UHNW clients, comparable to WCG's integrated pCFO approach and fee-based model.

Broad incumbents

• LPL Financial: The largest independent broker-dealer in the US and WCG's core partner; serves as a structural peer because WCG's advisors are registered representatives of LPL and the firm operates under LPL's regulatory and custodial infrastructure.
• Cetera Financial Group: Large independent broker-dealer and wealth management network that supports affiliated advisors with custody, technology, and compliance, broadly comparable to the role LPL Financial plays for WCG.
• Commonwealth Financial Network: Independent broker-dealer supporting affiliated advisors with wealth management and planning platforms, broadly comparable to the LPL-backed model that WCG operates within.

Regional players

• Monarch Wealth Strategies: Mid-sized independent RIA offering comprehensive wealth planning with a personal-CFO style engagement model similar to WCG's pCFO Formula, but operating in different geographies and therefore a regional rather than direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/wealthcg

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Wealth Consulting Group