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Joshua Lewis

The Wealth Consulting Group
13 Years of Experience
Overland Park, KS
3 Disclosures
View SEC Summary
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Joshua Lewis is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 13 years of industry experience. Joshua 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.

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

6800 College Blvd. Suite 630, Overland Park, KS, 66211

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History

Regulatory History (3)
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
September 2019
Closed-No Action
Employment Separation After Allegations
March 2019
Customer Dispute
February 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua is the owner of a family farm, admin for a hair salon, board member for Johnson County Community College Foundation, silent investor in an oil/gas business, board member for a flour mill, and part of the Kansas Association of Community Foundations Advocacy Subcommittee. He also works full-time as an Investment Advisor Representative (IAR) for WCG Wealth Advisors, LLC.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
V Wealth Advisors LLC
April 2019 - December 2023 · 4 yrs 8 mos
Securian Financial Services, INC.
March 2013 - March 2019 · 6 yrs
Securian Financial Services, INC.Broker
February 2013 - March 2019 · 6 yrs 1 mo
State Registrations1 state
KS
Advisor

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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