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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 |
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