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George Wells

Wealth Watch Advisors, INC
17 Years of Experience
Clarkston, MI
4 DisclosuresSells Insurance
View SEC Summary
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George Wells is a registered investment advisor at Wealth Watch Advisors, INC, based in Clarkston, MI, with 17 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.

Wealth Watch Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,587 clients
Average Client Portfolio
$171K average
Assets Under Management
$612.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Clarkston, MI

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History

Regulatory History (4)
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
October 2020
Settled
Customer Dispute
June 2020
Settled
Customer Dispute
April 2019
Settled
Customer Dispute
November 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is the owner of Family 1st Financial dba Legacy of America, dedicating about a quarter of his time to this investment-related activity. Legacy of America is a DBA subsidiary of Family 1st Financial Insurance.

Employment History
Current Registrations
Wealth Watch Advisors, INC
January 2026 - Present · 9 mos
Previous Registrations
Wealth Watch Advisors, INC
May 2024 - August 2025 · 1 yr 3 mos
Cirrus Capital LLC
May 2022 - November 2023 · 1 yr 6 mos
Fundteq
December 2015 - March 2024 · 8 yrs 3 mos
Versaille Capital Advisors, LLC
March 2011 - November 2024 · 13 yrs 8 mos
Brookstone Capital Management LLC
January 2009 - June 2011 · 2 yrs 5 mos
Brookstone Capital Management LLC
July 2007 - February 2008 · 7 mos
State Registrations3 states
AZMINE
Advisor

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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