Wealthmark Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,869,335
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
82
39% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$1,034,992
About
WealthMark Advisory Group is a single-advisor registered investment adviser that provides discretionary portfolio management and written financial planning to individuals and a limited number of institutional clients, including corporations, pension and profit‑sharing plans, trusts, estates and charities. The firm reports about $101.3 million in assets under management across roughly 82 client relationships.
The firm constructs customized portfolio allocations using individual stocks and bonds, exchange‑traded funds and no‑load or load‑waived mutual funds, monitors performance and rebalances accounts as needed, and may recommend third‑party sub‑advisers for portions of client portfolios. Its financial planning practice includes retirement and pension consulting, employee stock option planning, estate and education planning, and risk management advice such as life and disability insurance recommendations.
Compared with many independent single‑advisor firms, WealthMark notably serves corporate and retirement plan clients and provides ERISA/retirement‑plan consulting, services that are relatively uncommon among peers. The firm discloses an affiliated insurance business (WealthMark Financial & Insurance Services, Inc.) and that insurance compensation may be received, which the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Fee options
Fixed fee projects ranging from $1,500 to $3,000
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.45% to 0.80% (varies by schedule) $3,000,000 - $5,000,000: 0.40% to 0.60% (varies by schedule) $5,000,000 - $6,000,000: 0.25% to 0.40% (varies by schedule) $6,000,000+: 0.25% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.30% to 0.35% $5,000,000 - $10,000,000: 0.25% to 0.30%
$175 per hour for financial planning services
Fee-only: Financial planning at $175/hour, fixed fees from $1,500 to $3,000 depending on scope
Main office location
Wealthmark Advisory Group, LLC
San Clemente CA, United States
Number of offices
1
Most active in
Wealthmark Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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