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WEALTHPLAN PARTNERS
101 South 108 Avenue
Omaha, Nebraska 68154
Tel: 4023335448
About WEALTHPLAN PARTNERS
WEALTHPLAN PARTNERS, formally registered with the SEC as WEALTHPLAN PARTNERS. The firm was established in 11/25/2019. They have over 18 offices throughout the country.
WEALTHPLAN PARTNERS is a Omaha, Nebraska based Financial Planning firm with nearly $1,619,950,649 assets under management, offering retirement planning & investment advisory services to 6661 clients. The firm is staffed with 78 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 305026 |
| SEC# | 801-117955 |
| Assets Managed by Firm | $1,619,950,649 |
| No. of Clients | 6661 |
| No. of Advisors | 78 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6661 | $1,619,950,649 |
| Individuals (other than high net worth individuals) | 3306 | $1,188,636,545 |
| High net worth individuals | 328 | $417,629,056 |
| Pension and profit sharing plans | 21 | $8,211,770 |
| Charitable organizations | 15 | $5,473,278 |
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