Maria Kiner is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Rancho Mirage, CA, with 18 years of industry experience. Maria 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
70177 Highway 111, Suite 200, Rancho Mirage, CA, 92270
Get directionsHistory
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 Activities
Maria is the sole proprietor of The Kiner Group, LLC, handling personal investments and real estate since 2000. She is also the sole proprietor of The Kiner Consulting Group, a CPA practice, spending about 60 hours a month on this business, and is a registered investment advisor DBA with WCG Wealth Advisors, LLC.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
The Kiner Consulting Group
The Resource Group Asset and Trust Managers
State Registrations1 state
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.