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Barclay Callender

The Wealth Consulting Group
15 Years of Experience
Las Vegas, NV
BrokerSells Insurance
View SEC Summary
View SEC Summary

Barclay Callender is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 15 years of industry experience. Barclay 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
—
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Location

8925 West Post Rd., Suite 200, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Barclay operates The Wealth Consulting Group as a DBA for his LPL business and as a registered investment advisor under WCG Wealth Advisors, LLC, dedicating full-time hours to these investment-related activities. He also has a business entity, Callender Consultants LLC, for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
The Wealth Consulting Group
November 2014 - Present · 11 yrs 11 mos
LPL Financial LLCBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
New England Securities Corporation
August 2011 - November 2014 · 3 yrs 3 mos
New England SecuritiesBroker
March 2011 - November 2014 · 3 yrs 8 mos
State Registrations10 states
AZCACOGAHINHNMNVNYTX
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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