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
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Wealth Planning & Management LLC
Showing 1 - 1 of 1 top financial advisors.
J K. Engle
CRD#: 1966440
Vancouver, WA

J Engle (CRD# 1966440) is an Investment Advisor Representative working at Wealth Planning & Management LLC in Vancouver, WA and has over 11 years of experience in the finance industry. J Engle 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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