Maria
Kiner

The Wealth Consulting Group

CRD#4880037
Investment Advisor
in Rancho Mirage, CA

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About this Advisor

Maria Kiner is a financial advisor based in Rancho Mirage, California, working with The Wealth Consulting Group. Maria has previously held positions at The Kiner Group, The Resource Group Asset And Trust Managers, and The Wealth Consulting Group. Maria has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Maria is part of The Wealth Consulting Group, which operates out of Rancho Mirage, 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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

70177 Highway 111 Suite 200
Rancho Mirage, CA 92270

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

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

264

CA Average: 10
Total Number of Accounts

21,408

CA Average: 1,698
Average Account Size

$242,628

CA Average: $391,170

Investment Advisory Services

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

Maria Kiner Work History

2015 - Present (9 years)

The Wealth Consulting Group

2000 - Present (24 years)

The Kiner Group

2004 - 2015 (11 years)

The Resource Group Asset And Trust Managers

Disclosures

Please visit the SEC profile of Maria Kiner 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

Michelle Cooley
Las Vegas, NV
Neal Wilson
Palm Desert, CA
Ethan Hutcheson
Las Vegas, NV
James Cave
Sacramento, CA
Diane Reed
Rancho Mirage, CA
Morgan Davis
San Diego, CA
John Jespersen
Leawood, KS
Brianne Brucker Derveloy
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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