TB
CFP
TB
CFP

Tony Brewer

17 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance

Tony Brewer is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 17 years of industry experience. Tony 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

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

Get directions

History

Regulatory History (1)
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
June 2015
Settled
Other Business ActivitiesSells Insurance

Tony operates his LPL business under the DBA The Wealth Consulting Group and is an IAR for WCG Wealth Advisors, LLC, spending all of his time on these investment-related activities. He also spends minimal time on Bowsprit Consulting, LLC, a business entity for tax/investment purposes, and 1% of his time on non-variable insurance.

Employment History
Current Registrations
The Wealth Consulting Group
October 2014 - Present · 11 yrs 7 mos
LPL Financial LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
January 2019 - January 2019 · 0 mos
LPL Financial LLC
January 2018 - February 2018 · 1 mo
New England Securities Corporation
June 2010 - November 2014 · 4 yrs 5 mos
New England SecuritiesBroker
January 2009 - November 2014 · 5 yrs 10 mos
MML Investors Services, INC.Broker
June 2008 - February 2009 · 8 mos
State Registrations32 states
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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.