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 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.

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.