Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Wealth Planning & Management LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.