WealthPlan Partners

Wealth Management Firm in Woodmere, OH

Firm Info
Address: 28601 Chagrin Blvd #300, Woodmere, OH 44122, USA
Phone: (216) 595-4975

Firm Size
Assets Under Management: $1.8 billion
# of Advisors: 35
# of Clients: 7,891
Client to Advisor Ratio: 225:1
Average Account Size: $227,368
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Wealthplan Partners Overview

Wealthplan Partners is a fee-only investment advisory firm based in Omaha, Nebraska. The firm has been in business since 2019 and exclusively focuses on providing investment advice to its clients. This means that the firm does not earn any commissions or compensation from the sale of financial products, ensuring that their advice is unbiased and solely in the best interest of their clients. Their services include financial planning for individuals and small businesses, portfolio management, pension consulting services, and selection of other advisors. Wealthplan Partners caters to a wide range of clients, including both individual and institutional investors and businesses. The firm's portfolio management services are comprehensive, catering to the needs of both individuals, small business owners, and institutional clients. Wealthplan Partners' pension consulting services help businesses and organizations design and manage their employee retirement plans. They also offer selection services for other advisors, ensuring clients have access to the best investment professionals in the field. Overall, Wealthplan Partners is a top-notch investment advisory firm that offers comprehensive and unbiased financial advice to all its clients. With a focus on fee-only services and their commitment to client satisfaction, they're a trusted partner to investors who wish to secure their financial future.

WEALTHPLAN PARTNERS serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other types of corporations not listed. The firm prides itself on providing tailored financial planning and investment advice that caters to the unique needs and goals of each client. To accommodate varying preferences and needs, WEALTHPLAN PARTNERS offers several fee structures depending on the service provided. Clients who engage the firm to manage their assets typically pay a percentage of assets under management (AUM) as the fee. For clients who require more specialized services, such as tax planning or estate planning, the firm may charge an hourly rate. In some cases, a fixed fee may be appropriate, especially for one-time projects like financial planning for a charitable organization. Whatever the fee arrangement, WEALTHPLAN PARTNERS is fully transparent and upfront about its charges and is committed to delivering exceptional value to its clients.

Typical Clients, Fee Structures & Investment Minimum

The note in the Part 2 Brochure for WealthPlan Partners mentions multiple investment minimums for their different programs. For the Financial Advisors Program, the recommended minimum account size is $25,000. In the Managed Opportunities Program, the minimums vary depending on the type of portfolio. The minimum for Managed Opportunities Fund Strategist Portfolios is $50,000, while the minimum for Managed Opportunities Separate Account Portfolios is $100,000. The minimum for Managed Opportunities Unified Managed Account Portfolios is $150,000 and for Managed Opportunities Advisory Directed Account Portfolios, it is $50,000.

How This Office Can Help Woodmere, OH Residents

Strategic Financial Services provides a wide range of financial services to clients in Norwood, MA, tailored to meet the specific needs of each individual or business. For someone living in Norwood, MA, common financial situations can include planning for retirement, managing debt, creating a budget, or setting up investments. Strategic Financial Services offers solutions to these and many more financial challenges, such as tax planning, estate planning, and insurance planning. The financial experts at Strategic Financial Services understand that every person has different financial goals, needs, and concerns. This is why they work collaboratively with each client to design a customized financial plan that fits their unique situation. Whether the client is starting a family and needs advice on how to budget expenses or a business owner planning for expansion, Strategic Financial Services can provide valuable insights and guidance to help clients achieve their financial objectives effectively.

To view the Minimum Investment and Fee Schedule for Wealthplan Partners, visit their Part 2 Brochure.

Services Offered by Wealthplan Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealthplan Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 28601 Chagrin Blvd #300, Woodmere, OH 44122, USA
Phone (216) 595-4975
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 101 SOUTH 108 AVENUE, OMAHA, NE 68154, United States

This firm has no other locations.

State Registrations

Wealthplan Partners is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Wealthplan Partners does not have any disclosures. Please visit it's Form ADV for more details.