James Hawryluk
James Hawryluk is a registered investment advisor at The Wealth Consulting Group, based in Sugar Land, TX, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
13310 University Blvd Ste 240, Sugar Land, TX, 77479
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James owns rental real estate since 2015 and has a business entity for tax/investment purposes. He is also an insurance agent selling non-variable insurance, dedicating a few hours per week, and provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
Sovereign Wealth Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Intrua Financial
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Oppenheimer & CO. INC.Broker
Josephthal & CO., INC.Broker
F.N. Wolf & CO., INC.Broker
W. H. Newbold's Son & Co./hopper Soliday & CO., INC.Broker
J. T. Moran & CO., INC.Broker
R.C. Stamm & CO., INC.Broker
Philips, Appel & Walden, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.