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WEALTHPLAN ADVISORS, LLC
WEALTHPLAN ADVISORS, LLC
SCOTTSDALE, Arizona
·
3 registered advisors
·
CRD# 150573
SEC# 801-76650
3
480-505-0234
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHPLAN ADVISORS, LLC
3 registered advisors
Rick Lewis Horton
SCOTTSDALE, Arizona
CRD# 1346665
Scott Larry Schlappi
SCOTTSDALE, Arizona
CRD# 1507932
Todd Mathew Schlappi
SCOTTSDALE, Arizona
CRD# 4167803
05
Office Locations
SCOTTSDALE, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. WEALTHPLAN ADVISORS, LLC (CRD# 150573) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.