Wealth Planning Corp

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CAFR Data
Wealth Planning Corp
CRD #105369
SEC #801-18378
CIK #
AUM $292.0 MM (96% Disc, 100% US)
Employees9 (56% Investors, 0% Brokers)
Phone513-733-1750
Address8370 E Kemper Road
Cincinnati, OH 45249
Source [IAPD] [Website]
Total AUM ($MM)
2952361771185902000200620132020
Comparable Firms State AUM ($BB)
Bromfield Sneider Wealth Advisors Inc
MA 0.3
Court Place Advisors LLC
MD 0.3
First Washington Corporation
WA 0.3
McCollum Christoferson Group LLC
NY 0.3
Whelan Financial
CA 0.3
Southern Fiduciary Group Inc
TN 0.3
Osher van De Voorde Investment Management
CA 0.3
Thompson Rubinstein Investment Management Inc
OR 0.3
Eagle Bay Advisors LLC
NY 0.3
Rainey & Randall Investment Management Inc
FL 0.3
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