Gal Sherman
Gal Sherman is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Agoura Hills, CA, with 27 years of industry experience. Gal 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
5016 Chesebro Rd #200, Agoura Hills, CA, 91301
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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
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
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Cal Fed InvestmentsBroker
Prudential Securities IncorporatedBroker
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.