Marci
Bair

The Wealth Consulting Group

CRD#2299995
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

20 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

Disclosures

Yes

Office Location

7676 Hazard Center Drive Unit 1050
San Diego, CA 92108

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,408,485,773

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

153

CA Average: 10
Total Number of Accounts

6,538

CA Average: 1,698
Average Account Size

$215,431

CA Average: $391,170

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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.

2014 - Present (5 years)

Lpl Financial, LLC

2014 - Present (5 years)

Wcg Wealth Advisors, LLC

2004 - 2014 (10 years)

Metropolitan Life Insurance Company

2004 - 2014 (10 years)

Metlife Securities Inc

1998 - Present (21 years)

Bair Financial Group

Disclosures

Marci Bair has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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