Carol Donahue is a ChFC-designated registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 12 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
7676 Hazard Center Drive Suite 1050, San Diego, CA, 92108
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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.
Learn about disclosures →Other Business Activities
Carol acts as a Power of Attorney for her mother, Carmen Donahue, dedicating minimal time to this activity. She also provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time hours on these activities.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Independent Financial Partners
LPL Financial LLCBroker
State Registrations2 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.
Exams
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