The Wealth Planning Company

Overview

The Wealth Planning Company is organized as a limited liability company and appears to be run by an individual owner. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-assets, hourly fees, and fixed-fee arrangements, indicating flexibility in pricing for different client needs. Regulatory and operating details reported include that the adviser is not a multi-state adviser, is not positioned as a capital allocator, and is not identified as a pension consultant or a related adviser. The firm does not self-identify as an active ESG investor. Reported industry affiliations include relationships with a broker-dealer, a law firm, and an insurance company, which could support transactional, legal, and insurance planning capabilities alongside its advisory services.

Investments & Alternatives