EW
EW

Eric Wymore

23 Years of Experience
Overland Park, KS
BrokerSells Insurance

Eric Wymore is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 23 years of industry experience. Eric 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

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.

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Location

6800 College Blvd. Suite 320, Overland Park, KS, 66211

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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

Eric is involved in several investment-related activities, including real estate rental and providing investment advisory services through WCG Wealth Advisors, LLC. He dedicates full-time hours to his LPL business and WCG Wealth Advisors, LLC.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 3 yrs
LPL Financial LLCBroker
August 2009 - Present · 16 yrs 11 mos
Previous Registrations
V Wealth Advisors LLC
April 2010 - December 2023 · 13 yrs 8 mos
LPL Financial LLC
August 2009 - May 2011 · 1 yr 9 mos
Banc of America Investment Services, INC.
December 2005 - August 2009 · 3 yrs 8 mos
Banc of America Investment Services, INC.Broker
September 2002 - August 2009 · 6 yrs 11 mos
State Registrations4 states
ARIAKSMO
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.