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Gregory Bond

33 Years of Experience
Las Vegas, NV
Broker

Gregory Bond is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 33 years of industry experience. Gregory 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

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.

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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gregory operates under the DBAs G Bond CPA and Metcalf Partners Wealth Management for his LPL business. He also provides administrative support to WCG Wealth Advisors, LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
May 2004 - Present · 22 yrs
LPL Financial LLCBroker
May 2004 - Present · 22 yrs
Previous Registrations
V Wealth Advisors LLC
June 2019 - December 2023 · 4 yrs 6 mos
LPL Financial LLC
May 2004 - December 2019 · 15 yrs 7 mos
Ws Griffith Securities, INC.
April 2001 - May 2004 · 3 yrs 1 mo
Ws Griffith Securities, INC.Broker
May 1992 - May 2004 · 12 yrs
State Registrations2 states
KSMO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.