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Harry Thomas Kaplan

KAPLAN WEALTH MANAGEMENT, INC.·RESTON, Virginia
Clean recordKAPLAN WEALTH MANAGEMENT, INC.
11107 SUNSET HILLS ROAD, RESTON, VA 20190CRD# 1198619Firm CRD# 167880

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harry Thomas Kaplan · RESTON, VA
Registration
CRD #1198619 · KAPLAN WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Harry Thomas Kaplan is a registered financial advisor based in RESTON, Virginia, affiliated with KAPLAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KAPLAN WEALTH MANAGEMENT, INC.
KAPLAN WEALTH MANAGEMENT, INC.
AUM
$20M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KAPLAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1198619
Firm CRD# 167880
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harry Thomas Kaplan offer?
Harry Thomas Kaplan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Harry Thomas Kaplan's credentials?
Harry Thomas Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harry Thomas Kaplan located?
Harry Thomas Kaplan is based in RESTON, Virginia, working with KAPLAN WEALTH MANAGEMENT, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Harry Thomas Kaplan charge for services?
Harry Thomas Kaplan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAPLAN WEALTH MANAGEMENT, INC.?
KAPLAN WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KAPLAN WEALTH MANAGEMENT, INC.

Scott Andrew Kaplan
RESTON, VA

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