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).
Total Assets Under Management218MILLION
Total Number of Accounts270ACCOUNTS
Average Account Value$807,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, IN, KY, OH, TX
Conley Johnson (CRD# 820332) is an Investment Advisor Representative working at Wealth Planning Corp in Cincinnati, OH and has over 34 years of experience in the finance industry.