A complete list of active advisors currently associated with The WealthPlan LLC

Warmer can help you find a great advisor at The WealthPlan LLC or one who fits your needs even better.

The WealthPlan LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. Services described in the brochure include the Wealth Planner asset‑management program, one‑time planning projects, digital asset custody recommendations, held‑away account management, and occasional access to alternative investments. The firm builds client portfolios around stated goals, time horizons and risk tolerance, using fundamental and technical analysis and conducting periodic reviews (at least annually). It relies on third‑party platforms to implement and custody certain strategies — for example, recommending a digital asset custodian and using an overlay provider to make allocation changes in held‑away employer plans via client‑provided access links — and offers cash‑management account recommendations. Noteworthy features disclosed in the ADV include marketing that incorporates third‑party ratings and client testimonials (an uncommon practice for firms of this type) and the fact that the firm’s owner is a licensed insurance agent who may receive commissions on insurance and annuity sales, a conflict the brochure discloses. The brochure also highlights the firm’s use of third‑party digital‑asset custody and technology services (with associated custodian fees), potential compensation arrangements on certain alternative investments (including a share of carried interest), and a prior client settlement alleging unauthorized distributions.

To learn more about the advisors currently working at The WealthPlan LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.