Home Page

The Independent Advisor Solution​

Who we are

The WN Group
Defined

The WN Group exists to serve the needs of elite and established investment advisors by providing best-in-class services that allow them to operate and serve clients in the most productive way possible. We handle everything from operations to branding. We make it easy to let our partners focus on doing what they do best. 

Who We Partner With

Independent
Advisors

Advisors dissatisfied with the culture of large firms and are seeking a truly independent, fee-based solution for their practice.

Converting
Advisors

Advisors transitioning from commission-based to a fee-based practice in order to help build trust and strengthen client relationships.

Strategic
Advisors

Advisors in need of innovative client solutions to enhance their practice through best-in-class technology and access to strategic alternative investments.

About Us

Founded in 2006 as a Fee-Based Advisory Firm, The WN Group is one of the pioneers in the fee-based asset management industry. We know what it takes to have a successful, truly independent practice and how to sustain that continued success.

Learn All About Our Team

Meet The Team

Adam Fisher

CEO

Scott Jones

COO | CCO

Schyler Calquin

Advisor Support Specialist

Kenadee Ferguson

Advisor Support Specialist

Ask Us Anything. anytime.

  • 1148 West Legacy Crossing Blvd, Suite 300, Centerville 84104
  • info@thewngroup.com
  • 801-335-8200