The Wealth Consulting Group
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About this Advisor
Marci Bair is a certified financial planner who works in San Diego, California, who has been in the industry for 20 years. Bair is an employee of The Wealth Consulting Group. Bair has gained experience at Bair Financial Group, Metropolitan Life Insurance Company, Metlife Securities Inc, Lpl Financial, LLC and Wcg Wealth Advisors, LLC. Bair has a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in California. The Wealth Consulting Group is an advisory company that has its headquarters in San Diego, California. The company has offices in 29 locations and a total of 143 financial advisors. It handles $1 billion in assets under management among its 5,914 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 5,914 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The Wealth Consulting Group has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which service is offered. However, fee types charged by The Wealth Consulting Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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The Wealth Consulting Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marci Bair Work History
Marci has 20 years of experience.
Lpl Financial, LLC
Wcg Wealth Advisors, LLC
Bair Financial Group
Metropolitan Life Insurance Company
Metlife Securities Inc
Marci Bair has disclosures.
Please visit their SEC profile for more details.