Las Vegas, NV Office
Data 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
Las Vegas NV
Advisors at this office
1
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