WEALTH PLANNING CORP

8370 E. Kemper Road
Cincinnati, Ohio 45249
Tel: 513-733-1750

About WEALTH PLANNING CORP

WEALTH PLANNING CORP, formally registered with the SEC as WEALTH PLANNING CORP. The firm was established in 02/18/1983. They have over 1 offices throughout the country.

WEALTH PLANNING CORP is a Cincinnati, Ohio based Financial Planning firm with nearly $454,920,950 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105369
SEC#	801-18378
Assets Managed by Firm	$454,920,950
No. of Clients	456
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$454,920,950
Individuals (other than high net worth individuals)	436	$346,882,094
High net worth individuals	14	$81,014,074
Charitable organizations	6	$27,024,782

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