Wealth Management Group LLC

Wealth Management Firm in Houston, TX

Firm Info
Address: 14340 Torrey Chase Blvd # 375, Houston, TX 77014, USA
Phone: (832) 375-0900

Firm Size
Assets Under Management: $122.3 million
# of Advisors: 2
# of Clients: 578
Client to Advisor Ratio: 289:1
Average Account Size: $211,628
# of Offices: 17

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Wealth Management Group Overview

Wealth Management Group is an investment advisory firm that offers their clients investment advice. As a fee-only firm, their goal is to provide unbiased financial advice without the influence of commission-based compensation. They are based in Rochester, NY and have been in business since 2019, providing their clients with exceptional service since their inception. Their portfolio management services are available to both individuals and small businesses, helping their clients to create investment plans that are tailored to their unique needs and goals. They also offer pension consulting services that help businesses select and manage their retirement benefits plans. Wealth Management Group offers educational seminars and workshops to help their clients better understand the world of investing. This is yet another example of their dedication to their clients and their desire to help them achieve long-term financial success. Additionally, they offer help with selecting other advisors, ensuring that their clients have access to a full range of investment options and expert advisors on whom they can rely.

WEALTH MANAGEMENT GROUP is a wealth management firm that caters to a diverse range of clients across various sectors. The firm’s client base includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. Each client is provided with personalized services that cater to their specific financial goals and needs. WEALTH MANAGEMENT GROUP offers a range of fee structures depending on the services provided. These fee structures include percentage of assets under management (AUM), hourly fees, and fixed fees. The percentage of AUM fee structure is based on a percentage of the total value of the assets being managed on behalf of the client. Hourly fees are charged for services that require a set number of hours, such as financial planning or investment research. Fixed fees are a set amount charged for a specific service, such as estate planning or tax preparation. WEALTH MANAGEMENT GROUP ensures transparent communication with clients about all fees and charges associated with their services.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for WEALTH MANAGEMENT GROUP is generally $250,000, according to their Part 2 Brochure note about investment minimums. The firm requires this minimum relationship size to effectively implement its investment process. However, the investment minimum may be reduced at the sole discretion of the Advisor.

How This Office Can Help Houston, TX Residents

Wealth Management Group LLC is a financial advisor firm based in Houston, Texas, that specializes in assisting clients navigate the complexities of managing their wealth. The firm provides customized wealth management solutions to individuals, families, and businesses in the Houston area. Wealth Management Group LLC knows that many Houston residents face unique financial situations, including the high cost of living in the city, the prevalence of oil and gas industries and dynamic changes in the economy. The firm assists clients in understanding and tackling the challenges associated with these situations through sound financial advice. Wealth Management Group LLC takes a comprehensive approach to wealth management, and works with clients to create personalized investment plans that reflect their goals, timelines, and risk tolerance. In order to achieve the best returns, the team focuses on creating diversified portfolios that have a mix of assets across different areas such as equities, fixed income, and alternative investments. The firm also offers retirement planning services that are beneficial for the large population of baby boomers in the Houston area. Additionally, Wealth Management Group LLC offers estate planning services, helping clients to safeguard and transfer their wealth into the future on their own terms. With their knowledge of the unique challenges that Houston residents encounter, Wealth Management Group LLC is a valuable asset for those seeking financial advice and solutions.

To view the Minimum Investment and Fee Schedule for Wealth Management Group, visit their Part 2 Brochure.

Services Offered by Wealth Management Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Management Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 14340 Torrey Chase Blvd # 375, Houston, TX 77014, USA
Phone (832) 375-0900
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Other Office Locations

Firm Headquarters
Firm headquarters location 2000 WINTON RD. SO. BUILDING 4A SUITE 206, ROCHESTER, NY 14618-3970, United States

Displaying 16 office locations:

State Registrations

Wealth Management Group is registered to service clients in the following states:

  • Florida
  • New York
  • Texas

Disciplinary History

Wealth Management Group does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023