A complete list of active advisors currently associated with Wealth Planning Advisors LLC
Warmer can help you find a great advisor at Wealth Planning Advisors LLC or one who fits your needs even better.
Wealth Planning Advisors LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and small businesses, managing roughly $4.15 million across 16 client accounts. The firm bills on a percentage‑of‑AUM basis and documents each client’s objectives and risk tolerance in an Investment Policy Statement. Investment decisions are implemented primarily through a long‑term trading approach and are informed by a mix of fundamental, modern portfolio theory, quantitative, and technical analysis. Portfolios are constructed mainly from mutual funds, ETFs, equities, fixed‑income (including TIPS), and real estate funds (including REITs), with all asset management performed in‑house rather than by third‑party managers. Noteworthy distinctions include the firm’s involvement in other financial product sales: the brochure discloses insurance licenses in multiple states and $94,619 in life and health insurance commissions in 2023, a practice that is uncommon among independent RIAs. The firm also requires use of Charles Schwab as custodian and participates in Schwab’s institutional advisor program, from which it may receive research or other benefits that can be a factor in broker selection.
To learn more about the advisors currently working at Wealth Planning Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
New Smyrna Beach, FL
| 21
|
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