WEALTHPLANS, LLC

5970 Frederick Crossing Lane
Suite 201
Frederick, Maryland 21704
Tel: 301-695-2800

About WEALTHPLANS, LLC

WEALTHPLANS, LLC, formally registered with the SEC as WEALTHPLANS, LLC. The firm was established in 12/10/2020. They have over 1 offices throughout the country.

WEALTHPLANS, LLC is a Frederick, Maryland based Financial Planning firm with nearly $156,022,461 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311560
SEC#	801-119949
Assets Managed by Firm	$156,022,461
No. of Clients	355
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$156,022,461
Individuals (other than high net worth individuals)	83	$17,575,530
High net worth individuals	64	$133,553,704
Charitable organizations	Fewer than 5 clients	$1,392,849
Corporations or other businesses	Fewer than 5 clients	$3,500,378

More Retirement Planning firms in Frederick, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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