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The fee is billed in advance or in arrears and is negotiable.","source":"PCG WEALTH ADVISORS - DISCLOSURE BROCHURE, filed 18 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does PCG Wealth Advisors use?","answer":"PCG Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $931M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does PCG Wealth Advisors have?","answer":"PCG Wealth Advisors has 17 investment adviser representatives registered with state securities authorities, out of 24 employees, and 24 perform investment advisory functions. 17 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does PCG Wealth Advisors invest in?","answer":"At the end of its last fiscal year, PCG Wealth Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 7% other and 4% exchange-traded equities. 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