Firm
Wealth Advisors Group
Fort Wayne, Indiana
Fee-only
Wealth Advisors Group at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 10 advisors are listed here; 8 of 10 hold the CFP.
- Its Form ADV reports 17 employees and 1,013 individual clients, 283 of them high net worth.
- Its average account is about $407,000 (assets it manages divided by its 3,297 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | wealthag.com |
| Phone | (260) 619-3100 |
Wealth Advisors Group fees
Wealth Advisors Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 730 |
| High-net-worth clients | 283 |
| Accounts managed | 3,297 |
| Employees | 17 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-69787) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 122050 |