WEALTH & BUSINESS PLANNING GROUP, LLC

Overview

Wealth & Business Planning Group, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and functions as a capital allocator: it manages discretionary portfolios while also selecting third‑party managers and placing client capital into external funds. Advisory services span financial planning, portfolio management for individuals and small businesses, selection of other advisers and investor education through seminars and workshops. The firm also operates as an insurance broker, which shapes part of its product mix and distribution approach. Investment posture is equity‑oriented. Exchange‑traded equities make up the bulk of invested assets, and the firm’s stated preference is for equity exposure. It is not positioned as an active ESG investor and is not registered as a multi‑state adviser; the business model appears focused on a relatively small client roster with direct, hands‑on service.

Assets & Accounts

Public Holdings

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Location & Offices