Wealth Planning & Management, LLC
Wealth Planning & Management, LLC (CRD# 112533) is a financial advisory firm headquartered in Indianapolis, IN. They manage $20,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$1,111,111
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
John Guy (CRD# 232514) is an Investment Advisor Representative working at Wealth Planning & Management, LLC in Indianapolis, IN and has over 34 years of experience in the finance industry. John Guy 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.