Wealth Planning, Inc. provides personalized financial planning and investment management services to individuals and corporations. They operate on a fee-only basis, meaning they don't sell commissioned products like annuities or insurance. Investment advice is provided as part of financial planning, with clients making the final investment decisions. Wealth Planning, Inc. places trades for clients under a limited power of attorney.
Assets Under Management$5.5M
Clients7
Advisors1
Avg. per Client$790K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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