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Credentials
Series 66
Experience Industry experience
16 years
Location
Mound City, KS
The Wealth Consulting Group
Multi-team
Stephen Todd is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, V Wealth Advisors, and Waddell & Reed. He is based in Overland Park, Kansas. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager programs.
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
One-time fixed financial planning engagements typically range from $500 to $10,000 depending on scope and complexity.
$1,000 - $10,000: 2.95% total fee for MWP platform (includes LPL program fee, strategist fee, and advisor fee) $1,000 - $10,000: 2.50% total fee for OMP platform (includes LPL program fee and advisor fee) $250,000+: 2.95% total fee for PWP platform (includes LPL fee, separate account manager fees, and advisor fee) $50,000+: 2.95% total fee for MAS platform (includes LPL program fee, manager fee, and advisor fee) $100,000+: 2.95% total fee for MAN platform (includes LPL program fee, manager fee, and advisor fee) $5,000+: 1.35% total fee for GWP platform (includes LPL program fee and advisor fee)
Advisors may also be registered representatives receiving commissions from LPL Financial; commissions vary by product.
Hourly consulting fees range from $100 to $500 per hour, based on complexity and advisor discretion.
Ongoing financial advice fees charged at a non-negotiable monthly rate; specific amounts vary, billed directly to client.
Account minimum: $1,000 Minimum fee: Financial planning fees generally range from $500 to $10,000; ongoing advice fees range from $500 to $8,000 annually. Fee-only: Financial planning fees generally range from $500 to $10,000; hourly consulting fees range from $100 to $500 per hour.
Mound City, KS
Mound City KS
Advisors at this office
1
Kansas
16 years of industry experience
WCG Wealth Advisors, LLC
2023 - Present • 3 years
Overland Park, KS
LPL Financial, llc
2017 - Present • 9 years
Overland Park, KS
V Wealth Advisors LLC
2017 - 2023 • 6 years
Overland Park, KS
Various Insurance Carriers For W&R Insurance Agencies
2013 - 2017 • 4 years
Lenexa, KS
Waddell & Reed, Inc
2013 - 2017 • 4 years
Leawood, KS
UBS Financial Services
2011 - 2013 • 2 years
Leawood, KS
Morgan Stanley
2010 - 2011 • 1 year
Leawood, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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