Master Plan Wealth Management, LLC

Master Plan Wealth Management, LLC (CRD# 153740) is a financial advisory firm headquartered in , . They manage $18,206,000 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Master Plan Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Philip K. Royal
CRD#: 2492280
1340 Environ Way, Chapel Hill, NC 27517
Philip Royal (CRD# 2492280) is an Investment Advisor Representative working at Master Plan Wealth Management, LLC in Pittsboro, NC and has over 22 years of experience in the finance industry. Philip Royal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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