Wealth Advisory Lab LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Advisory Lab offers non‑discretionary portfolio management and standalone financial planning for individual and high‑net‑worth clients. Services include written investment policy statements, retirement cash‑flow and tax‑location analyses, and guidance across mutual funds, ETFs, equities, fixed income, real‑estate funds (including REITs) and Treasury inflation‑protected bonds.
The firm applies Modern Portfolio Theory and uses third‑party model allocations from Schwab, Dimensional Fund Advisors and Russell Investments as research baselines, while customizing allocations to each client’s risk profile, tax situation and goals. All accounts require client authorization before trades are executed, and the firm directs custody to Charles Schwab Advisor Services.
The firm is small and owner‑operated, and the principal also maintains a law practice while another adviser is registered with a broker‑dealer and sells insurance products; these outside activities and commissionable product sales are disclosed as potential conflicts of interest. The adviser reported no assets under management as of December 2025 and emphasizes customized model use and written planning deliverables, features that differentiate it from larger supported firms that more commonly manage discretionary assets.
Client services
Expertise
Fee options
Fixed fees range from $2,500 to $100,000, negotiable
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 1.35% annually $3,000,001 - $4,000,000: 1.15% annually $4,000,001 - $5,000,000: 1.05% annually $5,000,001 - $10,000,000: 0.95% annually $10,000,001 - $20,000,000: 0.85% annually $20,000,001 - $30,000,000: 0.75% annually $30,000,001 - $60,000,000: 0.65% annually $60,000,001+: 0.55% annually
$500 per hour, negotiable
Fee-only: Financial planning fees offered on fixed-fee or hourly basis
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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 a financial advisor at Wealth Advisory Lab LLC with four years of industry experience. She holds a Series 65 credential and is also a licensed attorney in California, founding and managing an estate planning law firm. In addition to her advisory work, she provides biomedical consulting and business development services for a medical device company and serves as managing partner of a political consulting and lobbying firm. Wealth Advisory Lab offers non-discretionary portfolio management and financial planning for individual and high-net-worth clients, using Modern Portfolio Theory and third-party model allocations tailored to each client’s risk profile and tax situation. The firm emphasizes written planning deliverables and customized models, operating as a small, owner-managed practice.
Daryl H
Series 65, Series 66
Newport Beach, CA
Wealth Advisory Lab LLC
Daryl Hable is a financial advisor at Wealth Advisory Lab LLC in Newport Beach, CA, with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including American Trust Investment Services and WestPark Capital. Outside of his advisory role, he is involved with Hable Life Settlements LLC and Hable Planning & Consulting LLC. Wealth Advisory Lab LLC provides non-discretionary portfolio management and standalone financial planning for individual and high-net-worth clients. The firm uses third-party model allocations from Schwab, Dimensional Fund Advisors, and Russell Investments as baselines, tailoring portfolios to clients’ risk profiles, tax situations, and goals.
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