WEALTHCARE FINANCIAL GROUP, INC.

Overview

Wealthcare Financial Group, Inc. is an independent, individually owned registered investment adviser that combines financial planning with portfolio management and insurance brokerage services. The firm concentrates on liquid equity exposures, favoring exchange-traded instruments, while supplementing portfolios with traditional vehicles such as mutual funds and annuities. Service lines explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting, indicating a client-facing advisory model geared toward both household wealth and smaller institutional or plan relationships. Investment activity leans toward manager selection for specific alternative allocations—chiefly third-party real estate and commodities managers—rather than running in-house private capital programs. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed fees, consistent with advisers that provide planning, discrete project work and ongoing portfolio oversight. Wealthcare Financial Group does not position itself as an ESG-focused allocator.

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Public Holdings

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Location & Offices