Maria
Kiner
The Wealth Consulting Group
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About this Advisor
Maria Kiner is a certified financial planner based out of Rancho Mirage, California who has 8 years of industry experience. Kiner works at The Wealth Consulting Group. Over the course of their career, Kiner has held roles at The Kiner Group, The Resource Group Asset And Trust Managers and The Wealth Consulting Group. Kiner holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. The Wealth Consulting Group is a registered investment company that has its headquarters in Las Vegas, NV. The firm has offices in 34 locations and a total of 131 employees. It has $3 billion in assets across its 11,436 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory 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 assets. The Wealth Consulting Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on the services. However, fee types billed by The Wealth Consulting Group most likely are comprised of any blend of 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
Maria Kiner Work History
Maria has been registered as a financial advisor for 8 years.*
The Wealth Consulting Group
The Kiner Group
The Resource Group Asset And Trust Managers
*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 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
Las Vegas, NV
Albuquerque, NM
Sacramento, CA
Englewood, CO
San Diego, CA
Carlsbad, CA
Las Vegas, NV
Las Vegas, NV
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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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.
