Wealth Planning Group

RIASEC Registered

Total AUM

$361M

Discretionary

$285M

79% of AUM

Avg account

$283K

Accounts

1,277

Employees

Advisory reps

Firm details

Headquarters: Baltimore, Maryland
CRD number: 291708
Registered since: September 27, 2018
Website: www.wpgfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.81%
Individuals22.57%
Pension & Profit Sharing Plans21.29%
Corporations / Businesses0.69%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealth Planning Group is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2018) and is owned by an individual principal. Its client roster mixes high-net-worth individuals and families with institutional relationships. Core services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include assets-under-management billing alongside hourly and fixed-fee engagements. The firm reports active integration of ESG considerations into its investment approach and does not position itself as a capital allocator.