Parker Olmsted is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Ottawa, KS, with 3 years of industry experience. Parker 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
401 S. Main Suite 110, Ottawa, KS, 66067
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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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Parker is an Investment Advisor Representative (IAR) doing business as Impact Wealth Planners through WCG Wealth Advisors, LLC since July 2023. Parker dedicates full-time hours to providing investment advisory services through this firm.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
V Wealth Advisors LLC
State Registrations1 state
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.