John Link is a registered investment advisor at The Wealth Consulting Group, based in Irvine, CA, with 24 years of industry experience. John 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
18831 Bardeen Ave #201, Irvine, CA, 92612
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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 Activities
John is involved in several investment-related activities, including Link, Inc (business entity for tax/investment purposes), Redwitz Wealth Management Group (DBA for LPL business), WCG Wealth Advisors, LLC (Registered Investment Advisor), Redwitz, Inc. (Tax Prep/Accounting/CPA), and The Wealth Consulting Group (DBA for LPL business). He spends a significant amount of time on these activities, including full-time on Link, Inc and more than full-time on Redwitz, Inc.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Financial Management Network INC
Fmn Capital CorporationBroker
Girard Securities, INC.Broker
Pence Wealth Management Corporation
LPL Financial LLC
LPL Financial LLCBroker
Securian Financial Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Legacy Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.