Dudley Balzer
Dudley Balzer is a registered investment advisor at The Wealth Consulting Group, based in Sun City West, AZ, with 27 years of industry experience. Dudley 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
Sun City West, AZ
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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.
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Dudley is a member/manager of JPB Farms, LLC, a real estate rental business, dedicating minimal time. He also works full-time as an investment advisor representative (IAR) through WCG Wealth Advisors, LLC and its DBA, Balzer Investment Management, and spends a few hours per week on Balzer Investment Management LLC as a DBA for LPL business.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Harris Investor Services, INC.Broker
Harris Investor Services, INC.
Harrisdirect LLC
Harrisdirect LLCBroker
Edward JonesBroker
A. G. Edwards & Sons, INC.Broker
Country Capital Management CompanyBroker
State Registrations6 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.