THE WEALTH PLANNING COMPANY

Overview

The Wealth Planning Company is organized as a limited liability company under individual ownership and presents itself as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. Its advisory model supports both ongoing portfolio management and one-off planning engagements; its published fee options include a percentage-of-AUM arrangement as well as hourly and fixed-fee billing, indicating flexibility to serve clients who prefer project-based planning rather than only asset-based relationships. The firm is not listed as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant. Industry links include relationships with a broker-dealer, a law firm, and an insurance company, which suggests the business leverages external partners for brokerage/custody, legal or estate planning work, and insurance placement rather than operating as a broad, vertically integrated wealth platform. The SEC registration year is not provided in the available data.

Assets & Accounts

Location & Offices