Wealth Planning & Management LLC
Wealth Planning & Management LLC (CRD# 131259) is a financial advisory firm headquartered in Vancouver, WA. They manage $20,373,800 in 112 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wealth Planning & Management LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$181,909
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Wealth Planning & Management LLC
No Advisor Found.
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