Marci Bair
Marci Bair is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 33 years of industry experience. Marci 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
7676 Hazard Center Drive, Unit 1050, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Marci operates Bair Financial Planning/The Wealth Consulting Group as a DBA for her LPL business and is also associated with WCG Wealth Advisors, LLC as a registered investment advisor. She also works as an insurance agent for Legal Shield and Bair Financial Group, and dedicates full-time hours to her investment advisory roles.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
State Registrations9 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.