CRD: 122231
THE Wealth Advantage Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2006
- Office Locations
- 1
Office Locations
About THE Wealth Advantage Group, Inc.
The Wealth Advantage Group is a Columbus, OH fee-only RIA providing comprehensive financial planning and investment consulting. Clients work directly with the founder/owner and team, serving as a “CFO” to formalize investment policy, design portfolios, and monitor/rebalance over time. As a fiduciary independent of product sales and commissions, the firm typically custodies assets at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNY ALAN DODSON
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Principal
- CRD
- #1178399
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL GERARD DISALVO
Certified Financial Planner
- CRD
- #4896227
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,922,311 | $291,262 |
| Non-Discretionary | $475,832 | $31,722 |
| Total | $146,398,143 | $283,717 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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