Andrew
Zittell
The Wealth Consulting Group
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About this Advisor
Andrew Zittell is a financial advisor based in San Rafael, California, working with The Wealth Consulting Group. Andrew has previously held positions 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). Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Andrew is part of The Wealth Consulting Group, which operates out of San Rafael, California. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$5,194,180,776
264
21,408
$242,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Zittell Work History
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)
Lpl Financial LLC
Strategic Wealth Advisors Group, LLC
Yerba Buena Wealth Advisors, LLC
Yerba Buena Wealth Advisors LLC
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
Las Vegas, NV
San Diego, CA
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Palm Desert, CA
Rancho Mirage, CA
Sacramento, CA
Leawood, KS
Las Vegas, NV
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