A complete list of active advisors currently associated with Wealthplans, LLC
Warmer can help you find a great advisor at Wealthplans, LLC or one who fits your needs even better.
WealthPlans serves individuals, high-net-worth clients, trusts, estates, businesses, nonprofits and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages roughly $220 million for about 170 client relationships and provides ERISA-focused services, including both 3(38) investment management and 3(21) advisory assistance for plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs and, when appropriate, individual stocks, bonds or options; its investment analysis draws on fundamental, technical and qualitative methods and portfolios are reviewed and rebalanced on an ongoing basis. Clients can impose reasonable restrictions, and WealthPlans documents investment policy considerations and may use cash positions or tactical reallocations for risk management or tax-related reasons. Distinctive features include an affiliation with an accounting and tax planning practice (Cooley and Associates PC) owned by the firm’s principal, which the firm may recommend to clients and for which the principal spends approximately half of their time — a relationship the brochure discloses as a potential conflict of interest. The firm also maintains an institutional relationship with Raymond James that provides platform software, trading desk access and other economic benefits to the adviser, which the disclosure notes could influence custodian recommendations.
To learn more about the advisors currently working at Wealthplans, 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.
Name |
Location |
Years of experience |
|---|---|---|
Frederick, MD
| 32
|
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")