Wealth Advisory Group Inc.
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-3 YoYRank #1484 of mapped providers
Assets under administration$452M0.0%Market share · rank #4722
Fees received$396,436Median $30,566/planSum across Schedule C direct + indirect
Net wins YoY-32 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Wealth Advisory Group Inc. plan look like?
Service mix · median fees per plan
Count of plans where Wealth Advisory Group Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 7 | $31,944 | |
Investment advisory (plan); Investment advisory (participants); Investment managementCode 26 | 2 | $19,216 | |
Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $18,182 | |
Other feesCode 99 | 1 | $9,534 |
Competitor overlap
Percent of Wealth Advisory Group Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Wealth Advisory Group Inc..
| Sponsor | From | Assets |
|---|---|---|
ENGAGE! LEARNING, LLCTX · 454211320-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under Wealth Advisory Group Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL COMPREHENSIVE CANCER NETWORKPA · 232818395-001 | Morison Cogen LLP | $38M |
KVK-TECH, INC.PA · 200066907-001 | July Business Services | $13M |
WTS INTERNATIONAL, LLCMD · 520965126-001 | Principal | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TOLEDO CLINIC, INC.OH · 340936207-002 | $261M | 1,921 | $7,775 | 6y | - |
THE JUDGE GROUP, INC.PA · 231726661-002 | $86M | 7,614 | $57,288 | 3y | 1 |
VERINEXT CORP.PA · 233024532-001 | $40M | 417 | $108,138 | 10y | - |
ALLBRIDGENC · 201526712-001 | $13M | 268 | $18,182 | 3y | - |
ENERGAGE, LLCPA · 208156907-001 | $11M | 212 | $31,944 | 6y | - |
VELTRI, INC.PA · 251493003-001 | $10M | 400 | $30,656 | 7y | 1 |
SAVANA, INC.PA · 264775786-001 | $9M | 140 | $57,621 | 3y | 1 |
CAPP MANAGEMENT LLCPA · 934326448-002 | $7M | 114 | $26,509 | 1y | 1 |
ENGAGE! LEARNING, LLCTX · 454211320-001 | $6M | 123 | $18,223 | 1y | - |
BRAWNER BUILDERS, INC.MD · 208550301-001 | $6M | 206 | $30,566 | 8y | 1 |
Flag exposure
72.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Wealth Advisory Group Inc..
- KILPATRICK TOWNSED
- KILPATRICK TOWNSED & STOCKTON LLP
- WEALTH ADVISORS GROUP
- WEALTH ADVISORY GROUP
- WEALTH ADVISORY GROUP INC
- WEALTH ADVISORY GROUP INC.
- WEALTH ADVISORY GROUP LLC
- WEALTH ADVISORY GROUP, INC
- WEALTH ADVISORY GROUP, INC.
- WEALTH ADVISORY GROUP,INC
- WEALTH ADVISORY GROUPS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Wealth Advisory Group Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 27.27% | 1.76% | +25.51 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Wealth Advisory Group Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Wealth Advisory Group Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baker Tilly US, LLP | 1 | 9.1% |