Wealthplan Partners
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 305026
- Registered since
- November 25, 2019
- Website
- wealthplangroup.com
- 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
FINTRXOverview
Wealthplan Partners is an independent RIA organized as an LLC that describes itself as a capital allocator serving both individual/family and institutional clients. The firm is SEC-registered (registered in 2019) and combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection—with broker-dealer, insurance brokerage and accounting activities. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Wealthplan Partners does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Michael Brewer
Chief Strategy OfficerCRD 5546428
Marc Geels
CEO & Wealth AdvisorCRD 2191580
Sarah McLean
Chief Operations OfficerCRD 5321533
Contacts
3 of 26
Andrew Large
Registered RepresentativeCRD 5699415
Adam Carter
Financial AdvisorCRD 5268378
Steven Druckman
Financial AdvisorCRD 5345067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$357M in ETFs
53%
$188M
30%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.8M | 45,420 | 9.75% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 101 S 108th Ave
- Time zone
- CT (UTC-6)
- Office locations
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