Wealth Planning, Inc.

Overview

Wealth Planning, Inc. is an independent registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-managed structure and is not a multi-state adviser or an ESG-focused manager. Its reported advisory model uses a mix of fee approaches — percentage of assets under management, hourly charges, and fixed fees — which suggests flexibility to tailor engagements by client needs. Investment activity shows a clear preference for publicly traded equities, delivered primarily through exchange-traded instruments. The firm does not position itself as a capital allocator; instead, it relies on third-party managers for alternative exposures and uses traditional solutions such as mutual funds and annuities alongside equity allocations. Reported assets are managed on a non-discretionary basis, indicating client approval is required for individual trade decisions, and the small client base implies a highly personalized advisory relationship.

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Public Holdings

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Location & Offices