Wealth Planning Corp

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CAFR Data
Wealth Planning Corp
CRD #105369
SEC #801-18378
CIK #
AUM $268.8 MM (96% Disc, 100% US, 2020-03-27)
Employees10 (60% Investors, 0% Brokers)
Phone513-733-1750
Address8370 E Kemper Road
Cincinnati, OH 45249
Source [IAPD] [Website]
Total AUM ($MM)
2952361771185901999200620132021
Comparable Firms State AUM ($BB)
Capital Point Financial Group Ltd
IL 0.3
Houlihan Financial Resource Group Ltd
VA 0.3
Strathmore Capital Advisors Inc
NC 0.3
Newman & Schimel LLC
IL 0.3
Accelerated Wealth Advisors LLC
CO 0.3
Municipal Portfolio Managers Inc
GA 0.3
Guardian Wealth Management Inc
TN 0.3
Daniel Investment Associates LLC
CA 0.3
Hynes Advisory Inc
CA 0.3
NAME 213
FL 0.3
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