THE Wealth Advantage Group, Inc.
SEC RegisteredSound Management for a Secure Financial Future
About the firm
The Wealth Advantage Group is a financial planning and investment advisory firm located in Columbus, Ohio. They provide fee-only investment consulting and financial advice, independent from product sales and brokerage commissions. Clients work directly with the owner/founder and the entire team, utilizing a prudent and well-defined process to realize life goals and achieve optimal returns over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, executive compensation, and dynamic asset management. Financial planning services include investment planning, cash flow analysis, tax planning, risk management, concentrated stock planning, and estate planning analysis.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $34M |
| High Net Worth Individuals | 46 | $113M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $1,000,000 | 0.75% |
| Next $1,000,000 | 0.55% |
| Amounts over $3,000,000 | 0.35% |
Data as of March 5, 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. THE Wealth Advantage Group, Inc. 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched