Wall Capital Group, Inc. fees and pricing

Financial planner in Phoenix, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Wall Capital Group, Inc. charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for partial calendar quarters will be prorated for the number of days the account was being advised upon by WCG.”
“Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
“Advisory fees may be paid by client upon receipt of an invoice from WCG or collected -4- Wall Capital Group, Inc.”

Its annual fee of $5,000 is below the Arizona median of $10,000. 26% of the 43 other Arizona planners that publish an annual fee charge less.
4 of the 10 other planners in Phoenix that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Clients: 794
Employees: 5
Works with: Individuals, high net worth individuals, and state and local governments
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $294,661,243
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105913
Website: wallcapitalgroup.com (opens in new tab)
Phone: (623) 242-6332

Can advise clients in 2 states: Arizona, Illinois

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.