Wealth Planning And Design LLC

Wealth Planning And Design LLC (CRD# 281982) is a financial advisory firm headquartered in Sarasota, FL. They manage $92,187,645 in 450 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $204,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, NY, TX

Financial Advisors at Wealth Planning And Design LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leonard E. Leetzow
CRD#: 305671
6230 University Parkway, Suite 305, Sarasota, FL 34240

Leonard Leetzow (CRD# 305671) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 43 years of experience in the finance industry.

2
Joni Rametta
CRD#: 1394160
6230 University Parkway, Suite 305, Sarasota, FL 34240

Joni Rametta (CRD# 1394160) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 38 years of experience in the finance industry. Joni Rametta 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.

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