A complete list of active advisors currently associated with WealthPLAN Partners

Warmer can help you find a great advisor at WealthPLAN Partners or one who fits your needs even better.

WealthPLAN Partners is a multi-team registered investment adviser managing about $1.12 billion for roughly 1,677 clients, serving individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates and charitable organizations with financial planning, consulting, and discretionary investment management. The firm provides ongoing financial planning, retirement plan consulting, variable annuity management and portfolio management services, and supports custody relationships at major custodians including Charles Schwab, NFS and Pershing. The firm’s stated investment philosophy emphasizes “Strategy Diversification” rather than simple buy-and-hold asset allocation, allocating across mutual funds, ETFs, individual securities, alternative strategies and, for suitable clients, private placements and cryptocurrency products. WealthPLAN also uses third‑party sub‑advisors and technology platforms — including Schwab’s Institutional Intelligent Portfolios® with automated rebalancing and tax-loss harvesting and 55ip tax-optimization tools — and can manage held‑away plan assets through a Pontera® integration. Several features disclosed in the ADV are less common among peers: some advisory representatives are Certified Public Accountants who also provide tax preparation and accounting services, certain representatives are registered representatives of Osaic Wealth and licensed insurance agents and the firm operates an affiliated insurance agency, and the firm participates in Osaic’s hybrid RIA arrangements (including loans, reimbursements and other non‑cash benefits). The ADV discloses these relationships and related potential conflicts of interest and describes mitigation steps the firm takes while noting its fiduciary obligations.

To learn more about the advisors currently working at WealthPLAN Partners, 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.