Wealth Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Group generally serves individual clients by providing broad financial planning—covering tax, insurance, estate, retirement and related areas—and by assisting in the selection of third‑party investment advisers to implement investment strategies. The firm states that it does not directly manage client assets and instead refers clients to independent third‑party advisers for discretionary portfolio management.
The firm’s process involves collecting detailed financial information and identifying clients’ goals and constraints to match them with suitable third‑party advisers; an associated person periodically reviews manager reports and contacts clients at least annually. The third‑party managers Wealth Group recommends may employ a range of strategies (including long‑ and short‑term purchases, trading, covered options and margin) and typically exercise discretionary trading authority while the firm itself does not take custody or trading discretion over client accounts.
Noteworthy aspects disclosed in the brochure include a business model that shares compensation with recommended third‑party advisers and relies on hourly billing for planning services rather than asset‑based or performance‑based fees, conflicts the firm says it manages through a code of ethics and disclosure. The brochure also discloses that a firm principal conducts a licensed insurance practice and devotes a portion of time to insurance sales, generating commission income that is separate from the firm’s advisory compensation.
Client services
Expertise
Fee options
Commissions may be earned by the President, Kevin E. DeMayo, from insurance product sales separate from advisory fees.
Up to $250 per hour for financial planning services; fees are negotiable.
Account minimum: No minimum stated by Wealth Group; however, third party advisers (TPAs) recommended by Wealth Group may impose their own account minimums. Fee-only: Hourly fee up to $250 per hour for financial planning services; fees are negotiable.
Main office
2240 Woolbright Rd. #321
Boynton Beach FL 33426
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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
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