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Stephanie Gantt

The Wealth Consulting Group
27 Years of Experience
Overland Park, KS
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Stephanie Gantt is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 27 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. 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

6800 College Blvd. Suite 380, Overland Park, KS, 66211

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013
Denied
Customer Dispute
January 2009
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephanie is involved in several investment-related activities, including DBAs for LPL business and providing investment advisory services through V Wealth Advisors LLC and WCG Wealth Advisors, LLC, spending a significant amount of time on these endeavors. She also owns rental real estate and acts as a trustee, dedicating minimal time to these roles, and works as a financial advisor for non-variable insurance products.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
October 2010 - Present · 16 yrs
Previous Registrations
V Wealth Advisors LLC
November 2010 - December 2023 · 13 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2002 - June 2009 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 1998 - May 2002 · 3 yrs 5 mos
State Registrations8 states
CACOFLIAKSMOSCTN
AdvisorBrokerBoth

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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