THE Wealthplan LLC
SEC RegisteredFind And Compare Vetted Financial Advisors.
About the firm
Indyfin has reinvented the way people search for, review, and connect with independent financial advisors. The platform helps consumers compare and interview vetted financial advisors that meet their needs, with no match fee and no obligation to hire.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Matching consumers to pre-screened, FINRA/SEC registered financial advisors based on personalized needs; providing access to advisor ratings and reviews from clients and professional references; facilitating free initial consultations
Who they serve
Consumers and investors seeking to find, compare, and connect with financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 95 | $29M |
| High Net Worth Individuals | 37 | $58M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $100,000 | 1.50% |
| $100,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.90% |
| $3,000,001+ | 0.75% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Wealthplan LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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