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CFP
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CFP

Gal Sherman

The Wealth Consulting Group
28 Years of Experience
Agoura Hills, CA
Sells Insurance
View SEC Summary
View SEC Summary

Gal Sherman is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Agoura Hills, CA, with 28 years of industry experience. Gal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

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

Location

5016 Chesebro Rd #200, Agoura Hills, CA, 91301

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gal is an investment advisory representative at WCG Wealth Advisors, dedicating about a quarter of their time. Gal also sells various fixed insurance products, owns a holding company for financial and insurance services, owns real estate, and leases office space.

Employment History
Current Registrations
The Wealth Consulting Group
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cwm, LLC
February 2017 - May 2023 · 6 yrs 3 mos
Cetera Advisor Networks LLCBroker
February 2017 - May 2023 · 6 yrs 3 mos
Esi Financial Advisors
October 2002 - February 2017 · 14 yrs 4 mos
Equity Services, INC.Broker
October 2002 - February 2017 · 14 yrs 4 mos
Linsco/private Ledger CORP.
April 2000 - October 2002 · 2 yrs 6 mos
Linsco/private Ledger CORP.Broker
April 2000 - October 2002 · 2 yrs 6 mos
Cal Fed InvestmentsBroker
December 1998 - April 2000 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
March 1998 - November 1998 · 8 mos
State Registrations2 states
CATX
Advisor

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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