Stephanie Gantt
Stephanie Gantt is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 27 years of industry experience. Stephanie 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
6800 College Blvd. Suite 380, Overland Park, KS, 66211
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Regulatory History (2)
Customer Dispute
May 2013Customer Dispute
January 2009Other 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
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations8 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.