A complete list of active advisors currently associated with WealthPlan Investment Management LLC
Warmer can help you find a great advisor at WealthPlan Investment Management LLC or one who fits your needs even better.
WealthPlan Investment Management provides financial planning, consulting, and ongoing portfolio management to individuals, high-net-worth clients, and a range of institutional clients, including retirement plan sponsors and, in some instances, state and municipal government clients. Services cover individual portfolio management, retirement account advice, and plan-level consulting or fiduciary management for sponsors and participants. The firm implements client strategies through a mix of internally developed models, third‑party strategists and sub‑advisers, and platform solutions such as Institutional Intelligent Portfolios® and held‑away account integrations; it tailors allocations based on client risk profiles and periodically rebalances and monitors accounts. WealthPlan may recommend private placement investments to eligible accredited investors but discloses it will not exercise discretionary authority to subscribe client assets into private funds without affirmative client consent. Notable distinctions include serving as a sub‑adviser to a collective investment trust for qualified retirement plans while also advising approximately $1.3 billion in retirement‑plan assets in addition to about $1.57 billion in reported regulatory AUM, and expanded implementation authorities that encompass selection and oversight of unaffiliated strategists. The firm also facilitates certain exchange‑traded options box‑spread transactions as a liquidity management tool for eligible clients, with such arrangements subject to separate disclosure and client consent.
To learn more about the advisors currently working at WealthPlan Investment Management LLC, 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")