WEALTHPLANS, LLC

Overview

Wealthplans, LLC is an independent registered investment adviser formed in 2020 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage-of-AUM component alongside hourly charges for planning or consulting work. Investment posture is equity‑oriented: the firm identifies a preference for exchange‑traded equities as its primary instrument for implementing client strategies, supplemented by mutual funds and allocations to third‑party hedge funds. Wealthplans does not present itself as a capital allocator running proprietary alternative funds, nor does it position as an active ESG investor. The firm lists an accounting affiliation, which suggests coordination with tax and accounting professionals is part of its client delivery model.

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Public Holdings

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Location & Offices