WEALTHPLANS, LLC
Tel: 301-695-2800 5970 Frederick Crossing Lane Suite 201 Frederick, Maryland 21704
About WEALTHPLANS, LLC
WEALTHPLANS, LLC is a Frederick, Maryland based financial advisory firm with nearly $156,022,461 in assets under management and provides investment advisory services for 355 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
311560
Firm SEC#:
801-119949
Assets Under Management:
$156,022,461
No. of Clients:
355
No. of Advisors:
1
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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