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The Wealth Advantage Group, Inc. (Columbus)


The Wealth Advantage Group, Inc. is an adviser based in Columbus. It manages $69.16 million of regulatory assets for 677 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Ohio.

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The Wealth Advantage Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Wealth Advantage Group: assets under management

The assets under management (AUM) of The Wealth Advantage Group, Inc. is $69.16 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.82 million in discretionary accounts and $2.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.46 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Wealth Advantage Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where The Wealth Advantage Group, Inc. performs its advisory services is located at 5005 Horizons Drive, Columbus, OH 43220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-459-9000 or by fax 614-459-9099. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wealthadvantagegroup.com.


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