WEALTH PLANNING CORP

CINCINNATI, Ohio·2 registered advisors·CRD# 105369
SEC# 801-183780513-733-1750
01

Firm Overview

AUM
$455M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH PLANNING CORP

2 registered advisors
Conley Michael Johnson
CINCINNATI, Ohio
Todd Allan Steinbrink
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH PLANNING CORP (CRD# 105369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.