FG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B
Fee Structure
Financial Planning:Investment management only
WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
155 E Boardwalk, ste 470, Fort Collins, CO, 80525
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011Settled
Customer Dispute
June 1999Pending
Other Business ActivitiesSells Insurance
Francis is an independent agent selling various insurance and annuity products, dedicating a few hours per week to this activity. He also works in a non-fiduciary role with Pretekt LLC, a healthcare consulting firm, and provides third-party retirement plan consulting to other advisors.
Employment History
Current Registrations
Wellth Advisory Services, LLC
February 2025 - Present · 11 mos
Previous Registrations
Dynamic Wealth Advisors
March 2012 - February 2025 · 12 yrs 11 mos
Geneos Wealth Management, INC.
April 2006 - December 2010 · 4 yrs 8 mos
Gillis Financial Solutions, LLC.
July 1999 - December 2012 · 13 yrs 5 mos
State Registrations3 states
COMITX
Advisor
Exams
No exam information available for this advisor.