Wealth Planning Corp

Wealth Planning Corp (CRD# 105369) is a financial advisory firm headquartered in Cincinnati, OH. They manage $218,000,000 in 270 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $807,407
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
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, IL, IN, KY, OH, TX

Financial Advisors at Wealth Planning Corp
Showing 1 - 1 of 1 top financial advisors.
1
Conley M. Johnson
CRD#: 820332
3801 Sharon Park Lane, Suite 125, Cincinnati, OH 45241
93
Wealthminder
score

Conley Johnson (CRD# 820332) is an Investment Advisor Representative working at Wealth Planning Corp in Cincinnati, OH and has over 35 years of experience in the finance industry.

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