The Wealth Management Group

What The Wealth Management Group does

The Wealth Management Group is a privately held, independent wealth management practice headquartered at 751 Cool Springs Boulevard, Suite 100 in Franklin, Tennessee. The firm delivers personalized financial planning and wealth management services to individuals, families, and business owners across 25+ U.S. states, anchored by its proprietary F.O.C.U.S. Process (Focused On Client's Unique Situations), an eight-pillar methodology that integrates financial planning, wealth management, risk management, business planning, cash management, tax planning, estate planning, and charitable giving. The team of approximately seven professionals is led by CEO and LPL Registered Principal Robert S. Collins III (CFP), with functional leadership across trading, investment operations, client services, marketing, and human resources.

The firm does not build or own its own technology platform. Securities and advisory services are executed and custodied through LPL Financial (Nasdaq: LPLA), a registered investment advisor and broker-dealer that supports more than 32,000 advisors and approximately $2.3 trillion in assets on behalf of roughly 8 million Americans as of April 30, 2026. WMG leverages LPL's Account View portal, research publications (Weekly Market Commentary, Market Outlook, Tactical Asset Allocation Guide), and FINRA/SIPC membership as the operational backbone, and adds its own client-facing layer of educational content (articles, calculators, videos, ebook lead magnet) and a multi-channel marketing presence (website, Facebook, Twitter/X, LinkedIn, email newsletter).

WMG's go-to-market is consultative and relationship-based, relying on personal referrals and educational content rather than performance marketing or institutional sales. Revenue is generated through two streams routed through LPL: recurring AUM-based advisory fees on managed accounts and transactional commissions on equity, mutual fund, annuity, and insurance product trades, with occasional fee-for-service financial planning engagements. Customer segments are segmented horizontally across individuals preparing for retirement, business owners needing succession and retirement plan support, women navigating distinct retirement planning challenges, and employer plan sponsors. Pricing is quote-based and not publicly disclosed.

Name

The Wealth Management Group

Legal name

The Wealth Management Group

Website

https://the-wmg.com

Company type

Private

Operating status

Operating

Short description

The Wealth Management Group is a privately held, Franklin, Tennessee-based independent wealth management firm that delivers personalized financial planning and advisory services to individuals, families, and business owners across 25+ U.S. states via its LPL Financial affiliation and proprietary F.O.C.U.S. Process.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

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

Keywords

• Financial planning services
• Wealth management advisory
• Retirement income planning
• Estate and tax planning
• Investment advisory services

Headquarters

HQ city

Franklin

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, Infrastructure

Revenue model

1. Financial Advisory Fees: The firm provides personalized financial planning and wealth management services as a registered investment advisor. Revenue is generated through advisory fees, which may be asset-based (AUM fees) or fee-for-service arrangements for financial planning engagements. Securities transactions are executed through LPL Financial.
2. Securities Commissions: As an LPL Financial registered firm, they execute securities transactions for clients, earning commissions on equity trades, mutual funds, annuities, insurance products, and other investment vehicles. Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The Wealth Management Group is a private wealth management and financial planning firm that delivers personalized advisory services to individuals, families, and business owners through its F.O.C.U.S. Process (Focused On Client's Unique Situations). The offering integrates eight planning disciplines—Financial Planning, Wealth Management, Risk Management, Business Planning, Cash Management, Tax Planning, Estate Planning, and Charitable Giving—executed through LPL Financial's broker-dealer and custody platform.

Product overview

The Wealth Management Group offers a comprehensive wealth management service built around its F.O.C.U.S. Process (Focused On Client's Unique Situations) methodology, which integrates eight core planning pillars: Financial Planning, Wealth Management, Risk Management, Business Planning, Cash Management, Tax Planning, Estate Planning, and Charitable Giving. The firm operates as an independent investment advisory practice affiliated with LPL Financial, providing personalized financial services for individuals and business owners. Their offering includes core advisory services alongside supplementary tools such as LPL Retirement Plan Tools for business clients and financial calculators for client education. The firm does not appear to offer a technology platform or SaaS product with integrations, APIs, or AI capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service covering wealth accumulation, preservation, and transfer strategies, including tax efficiency, insurance analysis, portfolio management, and retirement planning for individuals and families.
• Wealth Management Comprehensive wealth management service that incorporates a client's full set of financial goals, concerns, and opportunities through holistic planning strategies, customized to each client's unique situation.
• Risk Management Investment risk management service employing offensive, defensive, and alternative investment strategies with tactical adjustments as markets change, paired with full insurance analysis, underwriting, and procurement for life and disability coverage.
• Business Planning Business planning service for family and privately-owned businesses covering corporate planning, retirement plan consulting, fiduciary services, and plan participant services.
• Cash Management Retirement income strategy service including budget analysis, retirement income sourcing, expense review, and ACH deposit/withdrawal services to optimize cash flow.
• Estate Planning Estate planning service covering legacy planning, generation skipping transfer strategies, business transfer planning, and insurance planning for wealth transfer across generations.
• Tax Planning Tax planning service including long/short-term gains tax analysis, tax harvesting, required minimum distributions, 10(b)5-1 analysis, tax exchange funds, and deferred sales trust strategies.
• Charitable Giving Charitable giving consulting service including insurance planning for leveraged giving, donor advised funds, grantor trust consulting, family limited partnership, family foundation, and charitable LLC consulting.
• LPL Retirement Plan Tools Retirement plan management tools provided through the LPL Financial partnership, including fiduciary monitoring, plan health checks, fee benchmarking, and investment due diligence tools for plan sponsors.

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationThe Wealth Management Group operates as an LPL Financial registered advisor, utilizing LPL's brokerage platform, custody services, research resources, and practice management tools. LPL Financial (Nasdaq: LPLA) is described as a leader in the financial advisor-mediated marketplace, supporting more than 32,000 financial advisors and approximately 1,100 financial institutions. The partnership provides the firm access to LPL's technology infrastructure, regulatory infrastructure (FINRA/SIPC membership), and institutional-quality research including LPL Research's Weekly Market Commentary, Tactical Asset Allocation Guide, and annual Market Outlook reports.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Edelman Financial Engines: Large independent RIA combining traditional advisor-led wealth management with a strong retirement-plan/plan-sponsor franchise. Comparable across both of WMG's core segments (individuals/families and plan sponsors), with overlap in retirement-plan consulting and fiduciary services.
• Buckingham Strategic Wealth: National independent RIA providing fee-only financial planning, investment management, and tax strategies to individuals and families. Directly comparable to WMG as a planning-led RIA targeting retirement and wealth-transfer needs with a similar advisor-driven service model.
• Carson Group: Independent wealth management firm and RIA support platform serving financial advisors nationwide with coaching, technology, and back-office services. Comparable as an independent RIA delivering comprehensive financial planning to mass-affluent and business-owner segments across multiple U.S. states.
• Mariner Wealth Advisors: Large national independent RIA offering comprehensive financial planning, wealth management, retirement plan services, and tax/estate advisory. Directly comparable to WMG in offering integrated planning across multiple disciplines to individuals and business owners, though at significantly greater scale.

Broad incumbents

• Raymond James Financial: Diversified financial services holding company with a large independent advisor channel offering wealth management, retirement planning, and investment services. Comparable as both a competitor for similar client profiles and an alternative advisor-affiliation model to LPL Financial.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting 32,000+ advisors and approximately $2.3 trillion in advisory and brokerage assets. Functions as WMG's core platform partner and is listed as parent, making it simultaneously a back-office enabler and the dominant institutional player in WMG's distribution ecosystem.
• Ameriprise Financial: Large diversified financial services firm with a national advisor force offering wealth management, retirement planning, and insurance products. Comparable as a competitor for mass-affluent and business-owner clients across overlapping U.S. geographies, though it operates its own captive platform rather than affiliating through LPL.
• Edward Jones: National full-service wealth management franchise with thousands of branch-based financial advisors serving individuals and families. Directly comparable to WMG in serving retirement-planning mass-affluent clients, with a similar relationship-led GTM but vastly greater scale and brand recognition.
• Charles Schwab (Advisor Services / Wealth Advisor): Major custodian and wealth manager offering independent advisor support and direct retail wealth management. Comparable both as an alternative affiliation/custody platform to LPL and as a competitor offering integrated planning to mass-affluent and business-owner clients.

Emerging players

• Facet Wealth: Digital-first financial planning firm delivering flat-fee advice to mass-affluent clients nationwide via a hybrid CFP®-supported model. Comparable as a forward-looking threat and emerging alternative to high-touch local RIAs like WMG, especially for tech-engaged mass-affluent households.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/WealthMgmtGroup
• Facebookfacebook.com/robertscollinsIII
• LinkedInlinkedin.com/pub/robert-s-collins-iii/2/b05/4a7

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about The Wealth Management Group