WG Plan LLC

Overview

WG Plan LLC is an independent, Texas-registered limited liability company serving individual and family clients. The firm is owned by an individual and focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, plus other fee structures. The firm reports affiliations with a law firm and an insurance company, which appear to complement its advisory services rather than indicate a broker or capital-allocating business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices