Master Plan Wealth Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 153740
- Website
- masterplanwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.48%
- Individuals35.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Master Plan Wealth Management, L.L.C. is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm charges clients using an assets-under-management fee schedule alongside hourly billing for some services. It does not present itself as a capital allocator or related/advisory network, and it does not market ESG investing as an active emphasis. According to available filings the adviser operates in a single state and is not positioned as a pension consultant or multi-state advisory platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents30%
- Exchange Traded Equities27%
- Public Funds/Mutual Funds23%
- US Government Bonds20%
Contacts
1 of 1
Philip Royal
President and FounderCRD 2492280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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