WEALTHPLANS, LLC

FREDERICK, Maryland·1 registered advisor·CRD# 311560
SEC# 801-1199490301-695-2800
01

Firm Overview

AUM
$156M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHPLANS, LLC

1 registered advisor
Raymond Brent Cooley
FREDERICK, Maryland
05

Office Locations

FREDERICK, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. WEALTHPLANS, LLC (CRD# 311560) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.