WEALTHPLAN PARTNERS

101 South 108th Avenue
Omaha, Nebraska 68154
Tel: 402-691-0200

About WEALTHPLAN PARTNERS

WEALTHPLAN PARTNERS, formally registered with the SEC as WEALTHPLAN PARTNERS. The firm was established in 11/25/2019. They have over 12 offices throughout the country.

WEALTHPLAN PARTNERS is a Omaha, Nebraska based Financial Planning firm with nearly $1,271,554,814 assets under management, offering retirement planning & investment advisory services to 5895 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305026
SEC#	801-117955
Assets Managed by Firm	$1,271,554,814
No. of Clients	5895
No. of Advisors	58

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5895	$1,271,554,814
Individuals (other than high net worth individuals)	2237	$909,804,972
High net worth individuals	135	$325,783,253
Pension and profit sharing plans	31	$11,192,244
Charitable organizations	12	$10,139,069
Corporations or other businesses	9	$14,635,276

More Retirement Planning firms in Omaha, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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