WFG Benefits, Inc

What WFG Benefits, Inc does

WFG Benefits, Inc is a small financial services firm operating as part of HUB International's McLean, Virginia office, with 18 employees and a regional focus on Virginia. The company provides retirement planning services to organizations and their employees alongside wealth management services for high-net-worth professionals, operating under the WFG (Washington Financial Group) brand. The firm positions itself as independent and vendor-neutral in its investment recommendations. Securities are offered through LPL Financial (member FINRA/SIPC), investment advice through Global Retirement Partners, LLC (a registered investment advisor), and insurance services through HUB International.

The firm's product portfolio spans seven core categories inherited from the HUB International platform: Business Insurance, Employee Benefits, Retirement Services, People & Technology Consulting, Personal Insurance, Private Client Insurance, and Risk Services. Within its specialty, WFG emphasizes employee retirement plans, financial wellness programs, executive benefits, fiduciary risk management, HUB HSA investment accounts, and private wealth management. Distribution is delivered through direct enterprise field sales with personalized advisory consultation at the single McLean office. Marketing activities include a blog, podcast series, educational events, and newsletter communications published under the WFG brand at washfinancial.com.

The business model is consultation-based, with revenue generated through securities commissions, advisory fees, and insurance brokerage commissions on a recurring relationship basis. Pricing is not publicly disclosed. There is no proprietary technology platform, mobile application, or public API; client engagement is face-to-face. No funding rounds, M&A activity, headcount trends, or revenue figures are disclosed, and the firm carries no documented AI/ML capabilities, patents, or regulatory actions.

Name

WFG Benefits, Inc

Legal name

WFG Benefits, Inc

Website

https://wfgbenefits.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

WFG Benefits, Inc is a 18-employee financial advisory firm in McLean, Virginia, operating as part of HUB International. It delivers retirement planning to organizations and wealth management to high-net-worth professionals, with securities through LPL Financial and advisory through Global Retirement Partners.

Ownership category

akta.pro rank

Product category

Retirement and Wealth Management Advisory

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Insurance and Employee Benefit Funds (5251)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Retirement plan services
• Wealth management advisory
• Employee benefits consulting
• Insurance brokerage services
• Financial advisory services

Headquarters

HQ city

McLean

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Securities and Investment Advisory Services: Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

WFG Benefits, Inc operates as part of HUB International's McLean, Virginia office, providing retirement planning services to organizations and their employees and wealth management services to professionals. The firm is an independent, vendor-neutral advisor offering retirement plan design, employee financial wellness programs, and private wealth management through partnerships with LPL Financial (securities) and Global Retirement Partners (investment advice), with insurance services delivered through HUB International.

Product overview

HUB International McLean's HUB Retirement and Wealth Management division offers a unified platform of insurance and financial services. The portfolio consists of seven core product categories: Business Insurance (commercial coverage across property, casualty, specialty lines), Employee Benefits (health, wellness, absence management), Retirement Services (401k, wealth management, HSA accounts), People & Technology Consulting (HRIS, compliance, organizational change), Personal Insurance (auto, home, individual health), Private Client Insurance (high net worth coverage), and Risk Services (claims, crisis, fleet risk management). Securities are offered through LPL Financial, investment advice through Global Retirement Partners, and insurance through HUB International.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Services
• Business Insurance
• Employee Benefits
• Private Client Insurance
• Personal Insurance
• People and Technology Consulting
• Risk Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities offered through LPL Financial, member FINRA/SIPC. LPL Financial serves as the broker-dealer providing securities services, a core component of the firm's financial services offering.
• Global Retirement Partners, LLCcoreStrategic or Co-development PartnerInvestment advice offered through Global Retirement Partners, LLC, a registered investment advisor. The firm operates as an independent, vendor-neutral entity ensuring transparency in investment recommendations. Global Retirement Partners, HUB Retirement and Wealth Management, and HUB International are separate and unaffiliated with LPL Financial.
• HUB InternationalcoreChannel Partner/ Reseller/ DistributorInsurance services offered through HUB International. WFG operates as part of HUB International's network of retirement and wealth management offices, with this McLean location providing retirement planning and wealth management services under the HUB umbrella.

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Brown & Brown: Brown & Brown is a large national insurance brokerage with deep employee benefits and retirement services practices serving corporate clients. It competes with WFG Benefits for the same employer-sponsored benefits and retirement plan mandates at greater scale.
• Marsh McLennan: Marsh McLennan operates Mercer and Marsh, providing employee benefits consulting, retirement and investment advisory to corporate clients. It overlaps with WFG Benefits on the retirement and group benefits side of the corporate market.
• HUB International: HUB International is the parent organization under which WFG Benefits operates and one of the largest North American insurance brokerages. It is the closest corporate umbrella peer given identical product set and customer segments, though it operates at vastly greater scale.
• USI Insurance Services: USI is a national insurance brokerage with a dedicated employee benefits and personal lines practice serving mid-market employers and high-net-worth individuals. It competes with WFG Benefits for the same employer benefits and personal wealth insurance mandates.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with a substantial employee benefits and retirement consulting practice. Its corporate benefits and retirement advisory offerings directly overlap with WFG Benefits' core services.
• Lockton Companies: Lockton is the world's largest independent insurance brokerage, offering employee benefits consulting, retirement services, and wealth advisory to corporate and HNW clients. Its mid-market benefits and retirement practice mirrors WFG Benefits' go-to-market.
• NFP, an Aon company: NFP (acquired by Aon) is a mid-market-focused insurance broker and benefits advisor serving corporate, HNW, and individual clients. Its employee benefits and retirement advisory practices are directly comparable to WFG Benefits' core offering.

Direct peers

• CAPTRUST: CAPTRUST is an independent registered investment advisor focused on corporate retirement plan advisory, HNW wealth management, and family office services. Its retirement plan consulting and participant advice model closely mirrors WFG Benefits' retirement advisory business.
• OneDigital: OneDigital is an employee benefits and retirement advisory firm that designs, brokers, and administers group benefits and corporate retirement plans for mid-market employers. It is the closest direct peer to WFG Benefits given the overlapping mix of corporate benefits brokerage, retirement plan advisory, and HNW wealth services.

Emerging players

• Retirement Plan Advisors: Retirement Plan Advisors is a regional retirement plan consulting firm providing 401(k) plan design, investment advisory, and participant education to corporate plan sponsors. It is comparable to WFG Benefits' retirement plan design and participant advice service line at a similar scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubewashfinancial.com/whats-happening/podcasts
• LinkedInlinkedin.com/company/wfg-benefits-inc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

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 WFG Benefits, Inc