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Arthur Mcpherson

World Equity Group, INC.
33 Years of Experience
Melbourne, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Arthur Mcpherson is a registered investment advisor at World Equity Group, INC., based in Melbourne, FL, with 33 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3159 Alzante Circle, Unit 101, Melbourne, FL, 32940

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Settled
Customer Dispute
December 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Arthur is an insurance agent and investment advisor representative for multiple firms, dedicating significant time to these roles. He also serves on the board of a financial literacy program and a non-profit, and is an author of financial education books, while also participating in an estate planning referral network.

Employment History
Current Registrations
World Equity Group, INC.Broker
July 2019 - Present · 7 yrs 3 mos
Prostatis Financial Advisors Group
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Triumph Wealth Advisors, INC.
August 2015 - May 2024 · 8 yrs 9 mos
Taylor Capital Management INC.Broker
November 2014 - July 2019 · 4 yrs 8 mos
Sterne Agee Asset Management, INC.
March 2014 - November 2014 · 8 mos
Sterne Agee Financial Services, INC.Broker
April 2012 - November 2014 · 2 yrs 7 mos
Transam Securities, INC.Broker
June 2006 - April 2012 · 5 yrs 10 mos
Oneamerica Securities, INC.Broker
December 2000 - June 2006 · 5 yrs 6 mos
American United Life Insurance CompanyBroker
December 2000 - December 2001 · 1 yr
Transam Securities, INC.Broker
November 1998 - January 2001 · 2 yrs 2 mos
Cfg Securities CORP.Broker
February 1993 - November 1998 · 5 yrs 9 mos
F.N. Wolf & CO., INC.Broker
September 1992 - December 1992 · 3 mos
State Registrations8 states
FLGANCNYOHPATXVA
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.
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