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WEALTHPLAN ADVISORS, LLC
SCOTTSDALE, AZ
480-505-0234
SEC #801-76650Total AUM
$2.3B
Employees
18Clients
569Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8777 N GAINEY CENTER DRIVE
SUITE 201
SCOTTSDALE
AZ 85258
United States
SUITE 201
SCOTTSDALE
AZ 85258
United States
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
480-505-0234
Other Offices
3
Financials
Total AUM
$2.3B
Accounts
982Discretionary
$359.3M
Accounts
833Non-Discretionary
$2B
Accounts
149
Clients
Individual Clients
302AUM
$82.2M
HNW Individual Clients
102AUM
$248.3M
Pension/Profit Sharing Plan Clients
149AUM
$2B
Charitable Organization Clients
3AUM
$3.6M
Corporation or Business Clients
13AUM
$25.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SELECTION AND MONITORING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZMOTNUT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.