Dane Brockman is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in La Jolla, CA, with 15 years of industry experience. Dane 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
4275 Executive Square Suite 1000, La Jolla, CA, 92037
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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.
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Dane provides investment advisory services through WCG Wealth Advisors, LLC, dedicating full-time hours to this activity. He also spends about a quarter of his time as an IAR with WCG Wealth Advisors, LLC and minimal time on referrals through Redwitz Inc.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations4 states
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.