Overview
Assets Under Management: $1.5 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 58
Average Client Assets: $2.3 million
Frequently Asked Questions
WEALTHPLAN ADVISORS, LLC 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 #150573), WEALTHPLAN ADVISORS, LLC is subject to fiduciary duty under federal law.
WEALTHPLAN ADVISORS, LLC is headquartered in SCOTTSDALE, AZ.
WEALTHPLAN ADVISORS, LLC serves 58 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, WEALTHPLAN ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WEALTHPLAN ADVISORS, LLC manages $1.5 billion in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, WEALTHPLAN ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.96%
Average Client Assets: $2.3 million
Total Client Accounts: 485
Discretionary Accounts: 343
Non-Discretionary Accounts: 142
Regulatory Filings
CRD Number: 150573
Filing ID: 1195437
Last Filing Date: 2018-03-23 11:47:00