Wealth Advisory Lab LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and financial planning services tailored to client goals, risk tolerance, and time horizon, with written investment policy statements and model allocations. It advises across mutual funds, ETFs, equities, fixed income, real estate funds and may employ options and margin strategies as part of portfolio construction.
The firm’s investment approach references modern portfolio theory and long-term trading, documents risk tolerances in each client’s IPS, and does not trade on a discretionary basis — it secures client permission before effecting transactions. It operates on an adviser platform and requires clients to use a specified custodian, a relationship from which the firm may receive research, operational support, and other platform benefits.
Distinctive features include the principal’s outside professional roles as both an attorney and a licensed insurance agent, which the firm discloses as potential conflicts and manages through disclosure and policies requiring advisers to act in clients’ best interests. The firm also offers hourly financial planning arrangements (an uncommon practice for firms in this category) and currently reports no assets under management or client accounts, consistent with an early-stage adviser.
Client services
Expertise
Fee options
Fixed fees between $2,500 and $100,000 for financial plans
$1 - $500,000: 1.50% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$500 per hour for financial planning services
Fee-only: Fixed fees between $2,500 and $100,000 for financial planning; hourly fee of $500
Main office
620 Newport Center Drive Suite 1100
Newport Beach CA 92660
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Meghan M
Series 65
Newport Beach, CA
Wealth Advisory Lab LLC
Meghan Mc Nulty is the founder of Wealth Advisory Lab LLC in Newport Beach, CA, where she has provided investment management and financial planning services since 2022. She holds a Series 65 designation and has three years of industry experience. In addition to her advisory role, Mc Nulty is a licensed attorney running an estate planning law firm and also consults in biomedical business development for a medical device company. She is managing partner of a political consulting and lobbying firm based in Wyoming. Wealth Advisory Lab LLC serves individual and high-net-worth clients with tailored portfolio management grounded in modern portfolio theory, offering a range of investment options including mutual funds, ETFs, equities, and fixed income. The firm operates on a non-discretionary basis with a focus on client authorization for trades and provides financial planning on fixed-fee or hourly terms.
Daryl H
Series 66, Series 65
Newport Beach, CA
Wealth Advisory Lab LLC
Daryl Hable is a financial advisor at Wealth Advisory Lab LLC with 25 years of industry experience. His background includes roles at American Trust Investment Services, Rushmore Group, and WestPark Capital. He holds Series 65 and Series 66 licenses and also operates Hable Life Settlements LLC and Hable Planning & Consulting LLC. Wealth Advisory Lab LLC provides portfolio management and financial planning services tailored to client goals, risk tolerance, and time horizon, using written investment policy statements and model allocations. The firm employs an investment approach based on modern portfolio theory and long-term trading, requiring client permission before transactions, and offers hourly financial planning arrangements.
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