Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and three years of industry experience. His prior work includes roles at V Wealth Management LLC, LPL Financial LLC, and the University of Kansas. Outside of advisory services, he is involved as an associate in tax preparation and accounting and participates in acting for video and photography advertisements. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Aaron H

Series 63, Series 65

Leawood, KS

The Wealth Consulting Group

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC 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 using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Jaxon H

Series 66

Leawood, KS

The Wealth Consulting Group

Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)