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CFP
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CFP

Tony Brewer

The Wealth Consulting Group
18 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Tony Brewer is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 18 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

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

Location

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

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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
View Full SEC ReportHow to Read Disclosures
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 · 12 yrs
LPL Financial LLCBroker
October 2014 - Present · 12 yrs
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
AZCACOFLGAHIIAIDILINLAMDMIMNMOMTNCNJNVNYOHORPASCTNTXUTVAWAWIWVWY
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.
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