Wealth Planning Advisors LLC

Overview

Wealth Planning Advisors LLC is an independent registered investment adviser operating as a limited liability company and positioned as a capital allocator for both individual/family and institutional clients. The firm combines traditional financial planning and portfolio management with selection of third‑party managers and educational programming, and it also lists accounting among its business activities. Fee arrangements include percentage‑of‑AUM and fixed fees. Investment activity is centered on public equities delivered primarily through exchange‑traded securities, but the firm maintains explicit allocations to alternative asset categories via outside managers. Wealth Planning Advisors LLC identifies as an active ESG investor, which informs how it constructs and screens public equity and ETF holdings. The adviser runs mostly discretionary mandates, which suggests it implements model and customized portfolios on clients’ behalf while retaining the ability to bring in external managers for specialized exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices