Wealth & Tax Planners

Wealth & Tax Planners (CRD# 136450) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $18,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $450,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA

Financial Advisors at Wealth & Tax Planners
Showing 1 - 3 of 3 top financial advisors.
1
Mark A. Greenberg
CRD#: 1245314
3021 Citrus Circle, Suite 200, Walnut Creek, CA 94598
96
Wealthminder
score

Mark Greenberg (CRD# 1245314) is an Investment Advisor Representative working at Wealth & Tax Planners in Walnut Creek, CA and has over 18 years of experience in the finance industry. Mark Greenberg 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.

2
Dusan C. Pecka
CRD#: 2246478
3021 Citrus Circle, Suite 200, Walnut Creek, CA 94598
96
Wealthminder
score

Dusan Pecka (CRD# 2246478) is an Investment Advisor Representative working at Wealth & Tax Planners in Walnut Creek, CA and has over 24 years of experience in the finance industry. Dusan Pecka 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.

3
Thomas W. Sepull
CRD#: 2295928
Danville, CA
73
Wealthminder
score

Thomas Sepull (CRD# 2295928) is an Investment Advisor Representative working at Wealth & Tax Planners in Danville, CA and has over 9 years of experience in the finance industry.

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