Caitlin Allard is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Cobbs Creek, VA, with 5 years of industry experience. Caitlin 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
Cobbs Creek, VA
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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.
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Caitlin provides investment advisory services through WCG Wealth Advisors, LLC, dedicating full-time hours to this activity. She also serves on the advisory board of the YMCA, spending minimal time raising awareness and obtaining new memberships.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
Sentinel Wealth Management, INC.
State Registrations1 state
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