Duncan Kraft is a registered investment advisor at The Wealth Consulting Group, based in Scottsdale, AZ, with 1 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Duncan operates his LPL business under The Wealth Consulting Group and provides investment advisory services through WCG Wealth Advisors, LLC, spending full-time hours on each. He also has outside W-2 employment with Salt River Project, dedicating nearly full-time hours to it.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 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.