Assets Under Management
$1.3B
Number of Clients
2,424
Number of Advisors
20
Average Client AUM
$525K
AUM per Advisor
$63.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthPLAN Partners, LLC is a Registered Investment Adviser offering financial planning, consulting, and investment management services. They manage assets on both a discretionary and non-discretionary basis. Services include business, investment, insurance, retirement, education, estate, and tax planning.
101 South 108th Avenue, Omaha, NE, 68154