Draper, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Medicus Wealth Planning, Inc.
Supported
Firm-wide stats for Medicus Wealth Planning, Inc.
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.
Based on Medicus Wealth Planning, Inc.
Expertise
Based on Medicus Wealth Planning, Inc.
Location
11681 S 700 E, Suite 200
Draper UT 84020
Advisors at this office
3
Advisors at this office
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.
Dan L
CFP®, Series 66
Draper, UT
Medicus Wealth Planning, Inc.
Dan Loose is a CFP® professional with nine years of experience in financial advising, currently with Medicus Wealth Planning, Inc. since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management. Outside of advising, he is a licensed Realtor® in Utah and maintains his license to assist clients with real estate inquiries and to stay informed on the local market. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering discretionary account management and goal-based planning.
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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