Alissa Todd is a registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 9 years of industry experience. Alissa 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.
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 Dr Ste 1050, San Diego, CA, 92108-4515
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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
Alissa operates her LPL business under The Wealth Consulting Group DBA and WCG Wealth Advisors, dedicating about half of her time to it. She also hosts a "Women Owning Wealth" event and speaks at various conferences and events, spending minimal time on these activities.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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