Wealth Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and investment supervisory services to individuals, businesses, and pension or profit-sharing plans, delivering advice through consultations and ongoing portfolio oversight. It manages about $6.3 million for a small number of clients and does not act as custodian of client assets.
Investment guidance is built around strategic asset allocation and portfolio-optimization models, with active and passive funds, stocks and bonds selected to match each client’s stated objectives and risk-tolerance questionnaire. Portfolios are reviewed periodically (at least semi‑annually) and monitored regularly, and the client retains final decision-making authority over investments.
What is distinctive is that the firm manages client assets on a primarily non‑discretionary basis—clients retain control and the adviser places trades only under a limited trading authorization rather than broad discretionary authority, a practice that is uncommon among peer independent advisors. The firm also combines long tenure in practice and CFP credentialing with a very small client base, resulting in relatively high assets per client compared with typical independent advisers.
Client services
Expertise
Demographic focus
Fee options
$550 minimum flat-fee for investment advice and periodic reviews for a full year; $750 minimum for preparation of comprehensive financial plan
$50,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
$75.00 per hour for Financial Planner services after first free hour; $35.00 per hour for professional staff services after first free hour
Account minimum: $5,000 Minimum fee: $550 minimum flat-fee for investment advice and periodic reviews; $750 minimum for comprehensive financial plan Fee-only: Fee-only basis; does not sell commissioned products, no commissions or finder fees accepted
Main office
Virginia Beach VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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