WealthCounsel reviews

3.4

57% would recommend to a friend

(37 total reviews)
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Valerie Peterson

82% approve of CEO

54% positive business outlook

WealthCounsel has an employee rating of 3.4 out of 5 stars, based on 37 company reviews on Glassdoor which indicates that most employees have a good working experience there. The WealthCounsel employee rating is in line with the average (within 1 standard deviation) for employers within the Legal industry (3.8 stars).

Reviews by job title

37 reviews
5.0
Aug 10, 2015

Great company

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The people were wonderful to work with. Just about everyone worked from home. The provided all equipment needed to work from home. Yearly retreat with entire staff.

Cons

People in some departments didn't know what people in other departments were doing.

1.0
Mar 6, 2026
Recommend
CEO approval
Business Outlook

Pros

Yearly Staff Retreat and PTO time.

Cons

Advancement and recognition can feel inconsistent and heavily dependent on who you report to. Several talented employees have left due to perceived favoritism and limited upward mobility. Diversity at the leadership level is very limited, and employees from underrepresented backgrounds may find it difficult to progress despite strong performance. Career growth can be highly dependent on internal relationships rather than performance. Favoritism and inconsistent leadership support impact advancement opportunities.

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WealthCounsel Response
4mo
Thank you for taking the time to share your feedback. We value hearing from employees and take comments like these seriously. Creating a workplace where people feel recognized, supported, and able to grow in their careers is very important to us. We know that consistency in leadership, transparency in career development, and equitable opportunities for advancement are critical to building trust and retaining talented team members. We are continually working to strengthen how we support career growth across the organization, including improving clarity around development opportunities and ensuring leaders are equipped to support their teams effectively. We are also committed to fostering an inclusive environment where employees from all backgrounds feel they can succeed and advance based on their contributions. Feedback like yours helps us identify areas where we can continue to improve, and we appreciate you sharing your perspective.
Viewing 22 - 24 of 37 Reviews

Glassdoor has 38 WealthCounsel reviews submitted anonymously by WealthCounsel employees. Read employee reviews and ratings on Glassdoor to decide if WealthCounsel is right for you.