WG PLAN LLC

Overview

WG Plan LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm’s filings show a clear preference for equity exposure: exchange-traded equities make up the largest share of managed assets. Service delivery is fee-based and flexible — the firm uses a mix of percentage-of-AUM, hourly, fixed and other fee arrangements — and all of the assets reported are managed on a discretionary basis. WG Plan LLC is not an active ESG investor, is not registered as a multistate adviser, and lists industry affiliations with a law firm and an insurance company, which may shape client referral sources and complementary service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices