Plan A Wealth, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 287860
- Registered since
- March 22, 2017
- Website
- www.planawm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.81%
- Individuals29.98%
- Pension & Profit Sharing Plans3.73%
- Charitable Organizations1.09%
- Banking / Thrift Institutions0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Plan A Wealth, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2017. The firm serves both individual & family clients and institutional clients and describes itself as a capital allocator that also selects outside advisers. Its advisory lineup includes financial planning, portfolio management for individuals/small businesses and for institutions, and pension consulting support. Compensation comes via percentage-of-AUM fees as well as hourly and fixed-fee arrangements. FINTRX flags the firm as not an active ESG investor. Industry affiliations include relationships with a broker-dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities39%
- Cash & Cash Equivalents8%
- US Government Bonds1%
Contacts
3 of 7Logan Schluckebier
Support AdvisorCRD 8208062
Joshua Fisher
Financial AdvisorCRD 4695521
Brad Bryan
Financial AdvisorCRD 7296060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$145M in ETFs
74%
$107M
24%
$37.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE 500 ETF (PTL) | Inspire | Passive | Large Blend | $45.5M | 159,100 | 31.48% |
Location
Lincoln, NE
Lancaster
Location
Lincoln, NE
Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- Lancaster
- Address
- 7221 Plaza Ct
- Time zone
- CT (UTC-6)
- Office locations
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