Alan Birsinger
Wealth Management Group · Houston, Texas
Alan Birsinger is a fee-only financial advisor at Wealth Management Group in Houston, Texas. Alan focuses on retirement planning and tax planning. Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealth Management Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.7M across 170 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4213860 |
| Exams passed | Series 63 (2021) · Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wmginc.co |
How Alan's firm compares
- Wealth Management Group's average account is about $186,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Alan
Is Alan Birsinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alan Birsinger based?
Alan Birsinger is based in Houston, Texas.
What does Alan specialize in?
Alan's specialties include retirement planning and tax planning.
Is Alan Birsinger registered with the SEC?
Yes. Alan Birsinger is registered as an investment adviser representative in TX (CRD 4213860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Group manage?
Wealth Management Group reports $31.7M across 170 accounts in assets under management.
How do I contact Alan Birsinger?
Through Alan's website, www.wmginc.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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