Medicus Wealth Planning, Inc.
Medicus Wealth Planning, Inc. (CRD# 282904) is a financial advisory firm headquartered in Draper, UT. They manage $45,240,000 in 270 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts270ACCOUNTS
Average Account Value$167,556
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, TX, UT
Kevin Michels (CRD# 6185260) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 4 years of experience in the finance industry. Kevin Michels 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 put clients' interests first and comply with the Financial Planning Practice Standards.
David Luke (CRD# 1984903) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 28 years of experience in the finance industry.