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Craig Mcbarnes

12 Years of Experience
Las Vegas, NV
Broker

Craig Mcbarnes is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 12 years of industry experience. Craig 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

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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 Activities

Craig provides investment advisory services through The Wealth Consulting Group, Anchor Wealth Management, and WCG Wealth Advisors, LLC, all independent investment advisor firms. He dedicates a full-time commitment to each of these activities.

Employment History
Current Registrations
The Wealth Consulting Group
May 2023 - Present · 3 yrs
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Intrepid Financial Planning Group, LLC
June 2013 - January 2023 · 9 yrs 7 mos
State Registrations13 states
ARAZCACOFLIDMDMINVNYORTXWA
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.