Wealth Planning Group's Form ADV discloses 1.00% on the first $1 million, 0.85% on the next $2 million, 0.70% on the next $2 million, 0.55% on the next $5 million, 0.40% on the next $10 million, 0.30% on the next $30 million, and negotiable rates above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #291708), Wealth Planning Group is subject to fiduciary duty under federal law.
Wealth Planning Group is headquartered in BALTIMORE, MD.
Wealth Planning Group serves 80 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, Wealth Planning Group offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Wealth Planning Group manages $361 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, Wealth Planning Group serves high-net-worth individuals and institutional clients. View client details ↓