Alissa Todd is a registered investment advisor at The Wealth Consulting Group, based in San Diego, CA, with 9 years of industry experience. Alissa 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
7676 Hazard Center Dr Ste 1050, San Diego, CA, 92108-4515
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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.
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Alissa operates her LPL business under The Wealth Consulting Group DBA and WCG Wealth Advisors, dedicating about half of her time to it. She also hosts a "Women Owning Wealth" event and speaks at various conferences and events, spending minimal time on these activities.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
LPL Financial LLC
State Registrations4 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.