Oracle, AZ Office

Wealth Planning Advisors LLC is a fee‑only advisory firm that serves individual clients and employer plan sponsors, offering investment management, combined and standalone financial planning, retirement plan consulting, and educational seminars. The firm also provides tax preparation, bookkeeping, and payroll services indirectly through an affiliated accounting business.

The firm delivers integrated planning and portfolio management by developing individualized investment policies and asset allocation targets, managing portfolios primarily with stocks, bonds, mutual funds, and ETFs, and offering socially conscious options when requested. Advice may be given on a discretionary or non‑discretionary basis, with periodic account reviews and an emphasis on long‑term allocation and tax efficiency informed by Modern Portfolio Theory.

Noteworthy elements disclosed in the brochure include the firm’s relationship with an affiliated accounting entity (Preece Accounting Services LLC) that provides tax and bookkeeping services and from which the firm’s principal receives compensation, a potential conflict the firm discloses and says it mitigates. The firm also conducts public and organizational educational seminars—an offering that is less common among peers—and discloses the principal’s substantial outside accounting responsibilities during tax season as an operational consideration for clients.