A complete list of active advisors currently associated with Wealthmark Advisory Group, LLC

Warmer can help you find a great advisor at Wealthmark Advisory Group, LLC or one who fits your needs even better.

WealthMark Advisory Group is a single-advisor registered investment adviser that provides discretionary portfolio management and written financial planning to individuals and a limited number of institutional clients, including corporations, pension and profit‑sharing plans, trusts, estates and charities. The firm reports about $101.3 million in assets under management across roughly 82 client relationships. The firm constructs customized portfolio allocations using individual stocks and bonds, exchange‑traded funds and no‑load or load‑waived mutual funds, monitors performance and rebalances accounts as needed, and may recommend third‑party sub‑advisers for portions of client portfolios. Its financial planning practice includes retirement and pension consulting, employee stock option planning, estate and education planning, and risk management advice such as life and disability insurance recommendations. Compared with many independent single‑advisor firms, WealthMark notably serves corporate and retirement plan clients and provides ERISA/retirement‑plan consulting, services that are relatively uncommon among peers. The firm discloses an affiliated insurance business (WealthMark Financial & Insurance Services, Inc.) and that insurance compensation may be received, which the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at Wealthmark Advisory Group, 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.

Name	Location	Years of experience
Robert Coady	San Clemente, CA	33

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