Jeffrey Wilkinson
Jeffrey Wilkinson is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 9 years of industry experience. Jeffrey 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
6800 College Blvd. Suite 630, Overland Park, KS, 66211
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is an agent selling life, health, and annuity insurance since 2017. He also dedicates nearly full-time hours to providing investment advisory services through WCG Wealth Advisors, LLC, and its DBA V Wealth.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations22 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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