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BB
CFP
BB
CFP

Barrett Banister

The Wealth Consulting Group
2 Years of Experience
Overland Park, KS
Broker
View SEC Summary
View SEC Summary

Barrett Banister is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 2 years of industry experience. Barrett 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.

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, Ste. 630, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Barrett provides administrative support to Mariner Independent Advisor Network, LLC and investment advisory services through WCG Wealth Advisors, LLC. These activities are investment-related and each take up a full-time commitment.

Employment History
Current Registrations
The Wealth Consulting Group
February 2024 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 10 mos
State Registrations10 states
ARCACOFLIDILKSMONJOR
AdvisorBrokerBoth

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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