About the firm
WealthBuilder Investing offers turnkey investment solutions to help you reach your financial goals. The firm provides fee-based advice with no commissions, featuring risk-based, actively managed portfolios with global diversification.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
WealthBuilder Investing offers risk-based, actively managed portfolios with tax harvesting, global diversification, rebalancing and reallocation, paperless account opening, auto deposits and transfers, no fees to buy and sell securities, portfolio rebalancing, 401k/403B investment advice and trading through RetirementBuilder service, and dedicated account representatives.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $249K | 2.00% |
| $250K - $499K | 1.50% |
| $500K - $999K | 1.35% |
| $1M - $1,999,999 | 1.10% |
| $2M - $2,999,999 | 1.00% |
| $3M - $3,999,999 | 0.90% |
| $4M - $4,999,999 | 0.80% |
| $5M - $5,999,999 | 0.70% |
| $6M - $6,999,999 | 0.60% |
| $7M - $7,999,999 | 0.50% |
| $8M+ | 0.40% |
Data as of August 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MRA Advisory Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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