Overview
Assets Under Management: $518 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 15
Average Client Assets: $6 million
Frequently Asked Questions
WEALTH PLANNING CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105369), WEALTH PLANNING CORP is subject to fiduciary duty under federal law.
WEALTH PLANNING CORP is headquartered in CINCINNATI, OH.
WEALTH PLANNING CORP serves 15 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, WEALTH PLANNING CORP offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH PLANNING CORP manages $518 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, WEALTH PLANNING CORP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.78
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 454
Discretionary Accounts: 452
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 105369
Filing ID: 1969682
Last Filing Date: 2025-03-28 08:10:00
Website: https://wealthp.com