Delray Beach, FL Office
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Wellington Consulting Services Inc
Team
Firm-wide stats for Wellington Consulting Services Inc
About
Wellington Consulting Services provides discretionary and non‑discretionary investment management and retirement‑plan consulting to individuals, plan participants, and company‑sponsored retirement plans. The firm routinely accepts ERISA fiduciary roles, including Section 3(38) investment manager responsibilities, and offers participant‑level advisory options alongside plan‑sponsor consulting.
The firm emphasizes low‑cost implementation, frequently using no‑load mutual funds, index funds and ETFs and employing diversified model portfolios mapped to clients’ risk tolerance and time‑to‑retirement with periodic rebalancing. For ETF solutions it uses Schwab Institutional Intelligent Portfolios to assign automated model allocations while retaining the ability to adjust assignments and portfolio compositions manually.
Wellington’s scale and operating model are distinctive: the ADV reports roughly 9,300 clients served by nine advisors (well over 200 clients per advisor, and in this case exceeding 1,000 per advisor), reflecting a platform‑and participant‑oriented service approach rather than a small, high‑touch private‑client practice. The firm’s owners also operate affiliated third‑party administrators (Wellington Retirement Solutions and Everington Consulting), and affiliated arrangements — including an endorsement relationship between the TPA and the American Association of Orthodontists and the ATLAS‑401(k) product that supports third‑party RIAs — integrate pension consulting, recordkeeping, and fiduciary services.
Based on Wellington Consulting Services Inc
Expertise
Based on Wellington Consulting Services Inc
Location
Delray Beach FL
Advisors at this office
2
Advisors at this office
Stephen L
Series 63, Series 65
Delray Beach, FL
Wellington Consulting Services Inc
Stephen Lynch is a financial advisor with Wellington Consulting Services Inc in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Wellington Consulting Services since 1992 and serves as President of Wellington Retirement Solutions, Inc., a third-party recordkeeping firm for company retirement plans. Lynch is also President of Hornet Software, Inc., a software development company. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals and company-sponsored plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using no-load mutual funds, index funds, and ETFs, supported by a participant-oriented service approach.
James P
Series 65
Delray Beach, FL
Wellington Consulting Services Inc
James Podgorny is a Series 65 licensed advisor with Wellington Consulting Services Inc., where he has worked since 2010. He has 15 years of industry experience. In addition to his role at Wellington Consulting, he is an independent contractor for Wellington Retirement Solutions and a licensed real estate agent with Keller Williams in East Boca Raton. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm employs a low-cost investment approach utilizing no-load mutual funds, index funds, ETFs, and diversified model portfolios tailored to clients’ risk tolerance and retirement timelines.
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