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

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

The firm provides fee‑only financial planning, investment supervisory services, and consulting to individuals, businesses, and pension and profit‑sharing plans. It reports managing about $5.515 million in client assets for seven clients and offers both portfolio management and written financial planning engagements. Its investment approach emphasizes strategic asset allocation and portfolio optimization models, using a mix of active mutual funds, passive index funds and ETFs, stocks, and bonds tailored to clients’ tax situations and risk profiles. Uncommonly for peers, the firm manages assets primarily on a non‑discretionary basis (the brochure reports $0 managed discretionary and $5,515,210 managed non‑discretionarily), placing trades under a limited power of attorney while clients retain asset control and make final investment decisions. Noteworthy features include a very small client roster and a CFP‑certified principal who conducts daily monitoring and regular portfolio reviews; the firm does not custody client assets and does not vote client proxies, expecting clients to vote their own or request guidance. The brochure also highlights formal business continuity and information security programs (including daily off‑site backups), and disclosure that employee personal trades are reviewed quarterly.

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