Wealth Planning Advisors LLC

Overview

Wealth Planning Advisors LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and families. The firm runs discretionary accounts and favors equity-centric allocations, managing separately managed accounts and pooled mutual fund exposure rather than relying heavily on alternatives. Its business activities include sales of other financial products in addition to ongoing portfolio management, and it charges clients a percentage-of-AUM fee. Given the firm’s size and client base, the investment approach reads as boutique and personalized: portfolios emphasize exchange-traded equities and ETFs as the primary building blocks, supplemented by mutual funds and selective real estate exposure through third-party managers. The firm is not positioned as an ESG investor and is organized for a single-state client base under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices