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 13 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 31 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 36 years of experience in the finance industry.

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