Andrew Zittell
Andrew Zittell is a ChFC-designated registered investment advisor at The Wealth Consulting Group, based in San Rafael, CA, with 37 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
1010 B St Ste 217, San Rafael, CA, 94901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is affiliated with Yerba Buena Financial Partners as a DBA for his LPL business and acts as a writing and servicing agent for fixed insurance products not written through LPL, dedicating minimal time to the latter. He also provides investment advisory services through The Wealth Consulting Group, spending about half his time on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Strategic Wealth Advisors Group
Yerba Buena Wealth Advisors, LLC
Yerba Buena Wealth Advisors LLC
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
MML Investors Services, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.