A complete list of active advisors currently associated with Wealth Planning Group, Inc.

Warmer can help you find a great advisor at Wealth Planning Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wealth Planning Group, Inc., 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.