The Wealth Planning Company

Overview

The Wealth Planning Company is organized as a limited liability company under individual ownership and focuses on fee-based advisory work for individuals and small businesses. Its advisory services include financial planning and discretionary portfolio management. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. It does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a capital allocator or pension consultant. Industry affiliations in the record include ties to a broker‑dealer, a law firm, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices