WEALTHPLAN PARTNERS

RIASEC RegisteredEst. 2019

Total AUM

$1.1B

Discretionary

$1.1B

96% of AUM

Avg account

$304K

Accounts

3,681

Employees

Advisory reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 305026
Registered since: November 25, 2019
Website: www.wealthplan.partners
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.82%
Individuals38.58%
Corporations / Businesses1.79%
Charitable Organizations1.01%
Pension & Profit Sharing Plans0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthplan Partners is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2019. The firm describes itself as a capital allocator that serves both individuals and families as well as institutional clients. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Wealthplan Partners also performs a range of non‑investment business activities—registered representative work through a broker‑dealer, insurance brokerage, and accounting services—which sit alongside its advisory offerings such as financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and the selection of outside advisers. The firm does not identify as an active ESG investor.