Andrew
Zittell

The Wealth Consulting Group

CRD#1868637
Investment Advisor
in San Rafael, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Zittell is a chartered financial consultant working in San Rafael, California who has 2 years of industry experience. Zittell currently works for The Wealth Consulting Group. During their career, the advisor has held roles at Lpl Financial LLC, Yerba Buena Wealth Advisors LLC, Yerba Buena Wealth Advisors, LLC, Strategic Wealth Advisors Group, LLC and Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group). Zittell maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in California, New York and Texas. The Wealth Consulting Group is an advisory company based out of Las Vegas, NV. The investment advisory business has offices in 34 locations and a total of 131 people on staff. It controls $3 billion in assets across its 11,436 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 28 charities and foundations. Of its 11,436 client accounts, 35% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the type of services provided. Fee types charged by The Wealth Consulting Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1010 B St Ste 217
San Rafael, CA 94901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

CA Average: $664,206,839
Total Number of Employees

131

CA Average: 10
Total Number of Accounts

11,436

CA Average: 1,698
Average Account Size

$244,474

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Andrew Zittell Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)

2004 - Present (20 years)

Lpl Financial LLC

2017 - 2021 (4 years)

Strategic Wealth Advisors Group, LLC

2016 - 2017 (1 year)

Yerba Buena Wealth Advisors, LLC

2013 - 2016 (3 years)

Yerba Buena Wealth Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Zittell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Wealth Consulting Group

Nathan Newman
Las Vegas, NV
Renee Lee
Albuquerque, NM
Michael Peters
Las Vegas, NV
Catherine Decarlo
Sacramento, CA
Mark Starr
Las Vegas, NV
Jamie Fehrs
New Castle, PA
Megan Wilsey
Carlsbad, CA
Brian Midtbo
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started