Wealth Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,106,590
Clients
156
Advisors
1
of 2 employees
About
Wealth Planning Group provides financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional clients such as corporate pension and profit‑sharing plans and trust programs. Services described in the brochure include comprehensive and abbreviated financial plans, ongoing portfolio management, and recommendations of independent third‑party money managers.
The firm constructs model portfolios using strategic, cyclical, and tactical analysis and works across a broad investable universe that includes individual stocks and bonds, mutual funds and ETFs, and alternative vehicles such as REITs, MLPs, BDCs, managed futures and oil & gas partnerships. Accounts are generally managed on a discretionary basis with at least annual reviews to reassess objectives, cash flow needs and risk tolerances.
Distinctive from many peers, the firm’s advisory representatives also serve as registered representatives of a broker‑dealer and are licensed insurance agents, and the brochure discloses that representatives may recommend commissionable insurance products and receive compensation for third‑party manager referrals. The firm also notes that a principal operates a separately registered investment adviser and that it works with corporate retirement plans and trust programs, reflecting affiliations and institutional relationships that are less common for similarly sized supported firms.
Client services
Expertise
Fee options
Fixed fee for financial planning services, typically ranging from $2,000 to $20,000 depending on complexity
0.75% to 1.50% (annualized, negotiated based on scope and complexity)
$250 per hour for ongoing planning services, special projects, and annual reviews (negotiable)
Account minimum: $250,000 Fee-only: Investment management fees charged as a negotiated flat percentage of assets under management ranging from 0.75% to 1.50% annually; financial planning fees charged as fixed fee ($2,000 - $20,000) or hourly ($250/hour)
Main office
25152 Springfield Court, Suite 345
Valencia CA 91355
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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