WEALTHPLAN INVESTMENT MANAGEMENT LLC
SEC RegisteredCreate an Advisory Business Without Compromise.
About the firm
WealthPlan Group offers a low-cost TAMP platform, integrated technology suite, and robust investment solutions bundled with personal service to introduce new efficiencies into advisory firms. Their comprehensive asset management platform provides outsourced CIO capabilities, customizable portfolio solutions, back office support, and an advisor growth coaching program.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced CIO capabilities, Smarter Portfolios (customizable risk-based and income-focused models), third-party strategist subscriptions, back office support, integrated technology suite, signature retirement solutions, and an advisor growth coaching program.
Who they serve
Independent financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,693 | $716M |
| High Net Worth Individuals | 375 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 52 | $207M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
372 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTHPLAN INVESTMENT MANAGEMENT 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.