Caitlin Allard
Investment adviser representative at The Wealth Consulting Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- The Wealth Consulting GroupDec 2024 to now
- Wcg Wealth Advisors, LLCDec 2024 to now
- Sentinel Wealth Management, Inc.Sep 2020 to Dec 2024
- The Legacy FoundationJul 2018 to Sep 2020
- Abaco Systems, Inc.May 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6973485
- Firm CRD
- 173194