A complete list of active advisors currently associated with Wealth Management Consultants, LLC

Warmer can help you find a great advisor at Wealth Management Consultants, LLC or one who fits your needs even better.

Wealth Management Consultants, LLC provides financial planning and investment management to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, municipalities, and business entities. The two‑advisor firm manages roughly $23.3 million for about 40 clients and offers comprehensive planning, portfolio management, retirement plan consulting and related advisory services. Investment services are delivered through multiple platforms, including Advisor Managed Portfolios, Model Portfolios, and a SMA/UMA wrap program (WMAP), and through selected third‑party advisory managers. The firm generally operates on a non‑discretionary basis, uses risk‑tolerance questionnaires and asset‑allocation software, and employs both fundamental and technical analysis to construct and rebalance model‑based portfolios held at Pershing. WMC is notable for its industry affiliations: its principals are registered representatives of Osaic Wealth, the firm participates in third‑party advisory relationships, and advisors are licensed insurance agents — arrangements that can generate commissions, revenue sharing, or paying‑agent arrangements disclosed in the brochure. The firm also sponsors wrap fee programs and routes accounts through Osaic Wealth’s clearing relationship with Pershing, features that create operational linkages and potential conflicts of interest clients should consider when reviewing the firm’s disclosures.

To learn more about the advisors currently working at Wealth Management Consultants, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.