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

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

WPG Advisory Group is a solo independent registered investment adviser that serves primarily individual and high-net-worth clients, providing financial planning, retirement and estate planning, tax and cash-flow advice, and insurance reviews. The firm does not directly manage client portfolios; instead it refers clients to third-party money managers and supports clients as a liaison. The adviser’s operating model centers on referrals to third-party managers (including Gradient Investments and other named sub-advisors), assisting clients with onboarding, documentation, periodic reviews, and delivery of TPM disclosures. It does not accept discretionary trading authority or custody of client assets, and its compensation is received as an ongoing portion of the third-party managers’ advisory fees rather than as a direct, firm-managed percentage-of-assets fee. Compared with many peers, the firm’s managing member maintains an affiliated insurance business that consumes a significant portion of her time and can result in separate insurance commissions, a relationship disclosed as a potential conflict of interest. The firm also participates in incentive and referral arrangements with its third-party managers (including production-based awards) and emphasizes disclosure and internal procedures to mitigate those conflicts.

To learn more about the advisors currently working at WPG 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.