Wealthplan Partners

RIASEC RegisteredEst. 2019

Total AUM

$1.1B

Discretionary

$1.1B

96% of AUM

Avg account

$304K

Accounts

3,681

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 305026
Registered since: November 25, 2019
Website: www.wealthplan.partners
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.82%
Individuals38.58%
Corporations / Businesses1.79%
Charitable Organizations1.01%
Pension & Profit Sharing Plans0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthplan Partners is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2019. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory offering spans financial planning, portfolio management for individuals/small businesses and for institutional/business clients, pension consulting and manager selection. In addition to its RIA activities, the firm’s professionals carry roles as registered representatives of a broker-dealer, insurance brokers, and accountants, and the firm lists affiliations with another investment adviser and an insurance company. Wealthplan Partners does not characterize itself as an ESG-focused manager.