Gloria Franz
Gloria Franz is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Palm Desert, CA, with 33 years of industry experience. Gloria 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
34220 Gateway Drive Suite 100, Palm Desert, CA, 92211
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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
Gloria is involved in several business activities, including Franz Wealth Management, The Desert Sun, City of Indio Planning Commissioner, and Franz Tatum Wealth Management. She also provides investment advisory services through WCG Wealth Advisors, LLC and The Wealth Consulting Group, dedicating full-time hours to Franz Tatum Wealth Management and about half her time to The Wealth Consulting Group.
Employment History
Current Registrations
LPL Financial LLCBroker
The Wealth Consulting Group
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations17 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.