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Charles Robert Schwarz

THE Wealth Consulting Group

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About Charles Robert Schwarz

Charles Robert Schwarz is a financial advisor with over 10 years of experience in the industry. Charles is currently registered with The Wealth Consulting Group, an independent investment advisor firm based in Las Vegas, Nevada. Prior to joining The Wealth Consulting Group, Charles worked as a financial advisor at LPL Financial LLC. Charles holds Series 7, Series 63, and SIE licenses and is registered with the state of Texas. He provides a range of financial services to individual investors, high-net-worth individuals, businesses, and retirement plans. Charles has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial advice.

Firm Information

Charles Schwarz is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Schwarz’s Registration & Firm History

NV

09/02/2020 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

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Licenses & Designations

BC

Issued 10/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Robert Schwarz.
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