CA
CFP
CA
CFP

Caitlin Allard

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Caitlin provides investment advisory services through WCG Wealth Advisors, LLC, dedicating full-time hours to this activity. She also serves on the advisory board of the YMCA, spending minimal time raising awareness and obtaining new memberships.

Employment History
Current Registrations
The Wealth Consulting Group
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Sentinel Wealth Management, INC.
December 2020 - December 2024 · 4 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.