Wealth Planning And Design LLC

Wealth Planning And Design LLC (CRD# 281982) is a financial advisory firm headquartered in Sarasota, FL. They manage $112,697,000 in 481 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $234,297
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)
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.

FL, NC, NH, NY, TX

Financial Advisors at Wealth Planning And Design LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark R. Clark
CRD#: 2564546
6230 University Parkway, Suite 305, Sarasota, FL 34240
86
Wealthminder
score

Mark Clark (CRD# 2564546) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 14 years of experience in the finance industry. Mark Clark 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
Joni Rametta
CRD#: 1394160
6230 University Parkway, Suite 305, Sarasota, FL 34240
86
Wealthminder
score

Joni Rametta (CRD# 1394160) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 32 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.

3
Leonard E. Leetzow
CRD#: 305671
6230 University Parkway, Suite 305, Sarasota, FL 34240
83
Wealthminder
score

Leonard Leetzow (CRD# 305671) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 37 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.