Wealth Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$279,242,335
Clients
380
Advisors
4
of 6 employees
About
WPG Advisers, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities and trusts, managing accounts on both a discretionary and non‑discretionary basis for several hundred clients. The firm provides portfolio management, standalone financial planning and retirement plan consulting, and may offer managed portfolios to plan sponsors as 3(21) or 3(38) fiduciary services.
The firm’s investment process combines fundamental, technical and cyclical analysis and is implemented via long‑ and short‑term purchases, mutual funds, ETFs, individual securities and allocations to independent managers; it may also use structured notes, interval and closed‑end funds and margin where suitable. WPG Advisers notes that it employs certain artificial intelligence tools under a formal AI policy to support analysis and oversight, and it may recommend private fund investments to qualified clients.
What distinguishes WPG Advisers from many peers is that the firm acts as general partner of an affiliated private fund (the Zebra Municipal Bond Arbitrage Fund, LP) and has a joint‑venture arrangement tied to ALDER private equity funds, relationships the brochure discloses as potential sources of conflicts of interest. The firm also participates in wrap‑fee and separately managed account programs and discloses that it does not vote client proxies and will not exercise discretionary authority to purchase cryptocurrencies for client accounts.
Client services
Expertise
Fee options
Financial planning and consulting fees up to $25,000 fixed fee
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $40,000,000: 0.40% $40,000,001 - $70,000,000: 0.30% $70,000,001+: Negotiable
$250 to $500 per hour for financial planning and consulting
Fee-only: Financial planning and consulting fees generally up to $25,000 fixed fee and $250 to $500 hourly rate
Main office
3600 O'Donnell Street, Suite 860
Baltimore MD 21224
Advisors at this office
4
Most active in
Florida · Georgia · Maryland · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Bmore Designed, LLC · Wealth Planning Group · Wpg Advisers, LLC · Wpg Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas R
Series 65
Baltimore, MD
Wealth Planning Group
Nicholas Rumke is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 65 designation and four years of industry experience. He has worked at several firms, including Kessler Investments and Founders Financial, before joining WPG Financial Group in 2019. Outside of his advisory role, he is also an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension plans, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and offers fiduciary services, ongoing account reviews, and reporting.
Steven G
CFP®, Series 63, Series 65
Baltimore, MD
Wealth Planning Group
Steven Gessner is a CFP® professional with over 31 years of experience in the financial industry. He has worked at firms including United Planners' Financial Services of America and Cambridge Investment Research. He is also an independent insurance agent. He is affiliated with WPG Advisers, LLC, which serves individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis, applying a variety of investment vehicles and incorporating artificial intelligence tools for analysis and oversight.
Todd P
CFP®, Series 63, Series 65
Baltimore, MD
Wealth Planning Group
Todd Paradise is a CFP® with 25 years of industry experience, currently serving at WPG Financial Group, LLC in Baltimore, MD. His prior experience includes roles at United Planners' Financial Services of America and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and serves as general partner for affiliated private investment vehicles.
Patrick B
Series 66
Baltimore, MD
Wealth Planning Group
Patrick Bollinger is a financial advisor with Wealth Planning Group, holding a Series 66 designation and nine years of industry experience. He has worked at WPG Financial Group since 2018 and formerly held roles at United Planners' Financial Services of America and Cambridge Investment Research. Prior to his financial career, he was involved with Rouge Fine Catering and Towson University. Wealth Planning Group serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes various investment vehicles, including mutual funds, ETFs, and private fund investments, supported by artificial intelligence tools under a formal AI policy.
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