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Langston Washington

Advisor at WealthPlan Investment Management LLC — Urbanna, VA

Updated today

Credentials

Series 66

Experience

8 years

Location

Urbanna, VA

WealthPlan Investment Management LLC logo

WealthPlan Investment Management LLC

Team

Total advisors

29

Across 12 offices

Clients per advisor

71 High

Avg AUM per client

$911,529 Typical

HNW client ratio

18% Low

About

Langston Washington is a Series 66-licensed advisor at WealthPlan Investment Management LLC with eight years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, and Ameriprise Financial Services. Outside of his advisory work, he is involved with Tidewater Capital LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, utilizing model-based strategies and a diverse range of investment vehicles.

Client services

Based on WealthPlan Investment Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on WealthPlan Investment Management LLC

Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Flat fees generally range up to $5,000 for financial planning and consulting services.

Project-based

Hourly fees generally range between $100 and $300 for financial planning and consulting services.

Subscriptions

Optional $150 fee for ongoing access to eMoney® financial planning software platform.

Other

Account minimum: $5,000 Minimum fee: Fixed fees generally range up to $5,000 for financial planning and consulting services. Fee-only: Flat fees up to $5,000 and hourly fees between $100 and $300 for financial planning and consulting services.

Location

See office

Urbanna, VA

Urbanna VA

Advisors at this office

1

Most active in

Nebraska · Virginia

Work history

8 years of industry experience

WealthPLAN Investment Management

2026 - Present • 1 year

Omaha, NE

OSAIC

2025 - 2026 • 1 year

Omaha, NE

WealthPLAN Partners

2025 - 2026 • 1 year

Omaha, NE

Brinker Capital Securities

2022 - 2025 • 3 years

Berwyn, PA

Orion Portfolio Solutions

2022 - 2025 • 3 years

Omaha, NE

Financial Services Advisory, Inc.

2022 - 2022 • 1 year

Rockville, MD

Fidelity Investments

2021 - 2021 • 1 year

Covington, KY

Grove Point Advisors, LLC

2021 - 2021 • 1 year

Rockville, MD

H. Beck, Inc.

2021 - 2021 • 1 year

Rockville, MD

PRIDE ONE TEMP AGENCY/ASSIGNMENT: MORGAN STANLEY

2020 - 2020 • 1 year

Arlington, VA

United Bank

2019 - 2020 • 1 year

Bethesda, MD

United Brokerage Services Inc.

2019 - 2020 • 1 year

Parkersburg, WV

Wells Fargo Clearing Services LLC

2017 - 2019 • 2 years

Washington, DC

Ameriprise Financial Services, Inc.

2014 - 2017 • 3 years

Richmond, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin H

Series 66

Urbanna, VA

Oyster Creek Capital

Kevin Hussey is a financial advisor at Oyster Creek Capital with 11 years of industry experience and holds a Series 66 designation. Prior to founding Oyster Creek Capital, he worked at First Trust Portfolios L.P. for nine years and Heritage Wealth Management Group for two years. Outside of his advisory role, he is involved with several LLCs, including ones related to land management and property holdings. Oyster Creek Capital is an independent advisory firm that specializes in discretionary investment management, primarily serving as a sub-adviser to third-party investment advisers. The firm focuses on structured investment strategies involving structured notes and related instruments, using rules-based approaches and managing portfolios organized into distinct composites.

Private / alternative investments Active portfolio management
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John M

Series 63, Series 65

Irvington, VA

Monroe Capital Partners, LLC

John Monroe is the principal advisor at Monroe Capital Partners, LLC in Irvington, VA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Capes Capital Management, Inc. and Chesapeake Wealth Management. Monroe Capital Partners, LLC is an independent investment adviser serving individuals, including high net worth clients, and charitable organizations. The firm focuses on strategic asset allocation and incorporates margin and options strategies within tailored portfolios.

Options & derivatives strategies Concentrated stock management
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Morgan A

CFP®

White Stone, VA

MWA Investments, LLC

Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Income planning Retirement income strategy
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Caitlin A

CFP®, Series 65

Cobbs Creek, VA

The Wealth Consulting Group

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. She previously worked at Sentinel Wealth Management, The Legacy Foundation, and Abaco Systems. Outside of her advisory role, she serves on the advisory board of the local YMCA, where she assists with community outreach and membership efforts. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of active and passive strategies alongside proprietary algorithmic services and legal implementation support.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Linda M

Series 63, Series 65

Lancaster, VA

HBW Advisory Services LLC

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.

College savings (529s, UTMA, etc.)
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Joshua L

CFP®, Series 66

Kilmarnock, VA

Davenport & Company LLC

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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