WEALTH PLANNING GROUP, INC.

Overview

Wealth Planning Group, Inc. is an independent registered investment adviser operating as a corporation and positioning itself as a capital allocator for individuals, families and small institutions. The firm blends discretionary portfolio management with financial planning and the selection of outside advisers, and it also operates as an insurance broker. Its fee model includes AUM-based charges as well as hourly and fixed-fee engagements, which allows for both ongoing portfolio relationships and project-based planning work. Investment activity centers on pooled public funds as the core of client portfolios, supplemented by allocations to external alternative managers. The firm’s stated advisory scope—portfolio management for individuals/small businesses and selection of other advisers—suggests a hybrid approach: using third-party managers and collective vehicles for specialized exposures while managing core allocations in-house. Given its size and client profile, the firm appears to emphasize repeatable, scalable solutions (mutual funds and similar vehicles) rather than bespoke single-stock or concentrated direct holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices