Andrew
Zittell
The Wealth Consulting Group
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
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.*
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
*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
Las Vegas, NV
Albuquerque, NM
Las Vegas, NV
Sacramento, CA
Las Vegas, NV
New Castle, PA
Carlsbad, CA
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.
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