Medicus Wealth Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,299,094
Clients
194
Advisors
4
across 2 offices
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and retirement plans, delivering ongoing portfolio management and goal‑based financial plans. It also reviews and manages held‑away retirement plan assets using an account aggregation tool (Pontera) and offers periodic educational seminars and workshops.
Its investment approach combines fundamental analysis and modern portfolio theory and uses both long‑term and short‑term trading within client‑specific investment policy statements; the firm typically manages accounts on a discretionary basis and conducts semiannual suitability and performance reviews. The brochure discloses use of strategies such as direct indexing and identifies related material risks (including tracking error and higher fees), and notes the firm’s recent disclosures regarding political risk and use of AI Tools in delivering services and transcribing meetings.
The firm’s business relationships are notable for an affiliated tax preparation company (Medicus Tax Planning) and for a firm manager who is licensed as a real estate broker and manages investment property, a relationship the brochure identifies as creating potential conflicts when commissionable real estate products are offered. The brochure also discloses the firm’s use of testimonials in advertising and describes cybersecurity and operational risks tied to third‑party services and AI tools.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees between $1,000 and $3,500, negotiable
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Fee-only: Financial planning fees range from $1,000 to $3,500, negotiable
Main office
See office11681 S 700 E, Suite 200
Draper UT 84020
Advisors at this office
3
Offices (2)
Most active in
Arizona · Nevada · Texas · Utah
Also doing business as
Luke Wealth Management Inc · Luke Wealth Management, Inc · Medicus Wealth Planning · Medicus Wealth Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark D
Series 63, Series 65
Draper, UT
Medicus Wealth Planning, Inc.
Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.
Brett W
CFP®, Series 65
Las Vegas, NV
Medicus Wealth Planning, Inc.
Brett Weston is a CFP® with seven years of industry experience, currently serving at Medicus Wealth Planning, Inc. since 2022. His prior roles include positions at Clarity Financial Planners and TrueNorth Wealth, where he also performed non-client-facing retirement planning work as a paraplanner. Medicus Wealth Planning, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis and modern portfolio theory to manage portfolios on a discretionary basis and offers educational seminars and workshops.
Dan L
CFP®, Series 66
Draper, UT
Medicus Wealth Planning, Inc.
Dan Loose is a CFP® and holds a Series 66 license, with nine years of experience in financial advising. He has worked at Medicus Wealth Planning, Inc. since 2018 and previously held roles at Thrivent Financial and Wilson Financial Advisors. Outside of financial advising, he is a licensed Realtor® in Utah and maintains his real estate license to support personal transactions and stay informed on the local market. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets. The firm offers discretionary portfolio management and goal-based financial planning to individuals, high-net-worth clients, and retirement plans, incorporating fundamental analysis and modern portfolio theory to tailor investment strategies.
Kevin M
CFP®, Series 63, Series 65
Draper, UT
Medicus Wealth Planning, Inc.
Kevin Michels is a CFP® with 11 years of industry experience and has been with Medicus Wealth Planning, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Draper, Utah. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis and modern portfolio theory, manages accounts on a discretionary basis, and offers educational seminars and workshops.
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