Wealth Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
General estate planning guidance
Cash flow / budgeting
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 location
Wealth Group, Inc.
601 N. Congress Ave., Suite 429 A
Delray Beach FL 33445, United States
Number of offices
1
Most active in
Wealth Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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