Wealth & Business Planning Group, LLC
Wealth & Business Planning Group, LLC (CRD# 146151) is a financial advisory firm headquartered in Maitland, FL. They manage $2,778,932 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth & Business Planning Group, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$138,947
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Wealth & Business Planning Group, LLC
1
Richard Reyes (CRD# 3084281) is an Investment Advisor Representative working at Wealth & Business Planning Group, LLC in Maitland, FL and has over 18 years of experience in the finance industry.
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