Updated September 22, 2023
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Wall Capital Group

Investment Advisor Firm
Total assets under management$630M
Years in business34+

About Wall Capital Group

Wall Capital Group is a distinguished financial advisory firm with over 30 years of experience, operating in the greater Phoenix area and Yuma. As an esteemed member of Dave Ramsey's SmartVestor Pro program, they hold themselves to the highest standards of customer service excellence.

Their dedicated team of financial experts, including certified professionals like CIMA®, CFP®, and RMA®, provides personalized wealth management and financial planning advice. Wall Capital Group is deeply committed to its clients' financial well-being and future, offering transparent, objective, and fiduciary services.

Being an independent, fee-only firm, they prioritize clients' interests above all else, ensuring a holistic and low-cost approach to wealth management. Their affiliation with Dave Ramsey underscores their reliability and trustworthiness in guiding clients through the complexities of financial markets.

With a focus on delivering practical solutions and a dedication to helping clients achieve their financial goals, Wall Capital Group is a reputable choice for individuals and families seeking sound financial advice and planning.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Fiduciary Services
  4. Investment Advisory
  5. Retirement Planning
  6. Asset Allocation
  7. Tax Efficiency

More about Wall Capital Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1059134

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