Gerald Goz
Gerald Goz is a registered investment advisor at The Wealth Consulting Group, based in Phoenix, AZ, with 55 years of industry experience. Gerald 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
7330 N 16th St., Suite C205, Phoenix, AZ, 85020
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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
Gerald is involved with The Wealth Consulting Group, including the sale of non-variable insurance, and WCG Wealth Advisors, LLC as a registered investment advisor. He spends nearly full-time hours on investment-related activities.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Dean Witter Reynolds INC.Broker
Ge Investment Distributors, INCBroker
Painewebber IncorporatedBroker
Occ DistributorsBroker
The Dreyfus Service CorporationBroker
Amiv-Est CorporationBroker
Gruntal & CO. IncorporatedBroker
Bache Halsey Stuart Shields IncorporatedBroker
Shearson Loeb Rhoades INC.Broker
Herzfeld & SternBroker
State Registrations7 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.