Wealth Planning Corp

Wealth Planning Corp (CRD# 105369) is a financial advisory firm headquartered in Cincinnati, OH. They manage $454,920,950 in 456 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
8370 E. Kemper Road, Cincinnati, OH 45249
http://www.wealthp.com
By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $997,634
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
The map below shows states where this firm has explicit registration only.

FL, GA, IL, IN, KY, NC, OH, OK, TN, TX, WA

Financial Advisors at Wealth Planning Corp
Showing 1 - 2 of 2 top financial advisors.
1
Conley Johnson, financial advisor Cincinnati OH
Conley M. Johnson
CRD#: 820332
3801 Sharon Park Lane, Suite 125, Cincinnati, OH 45241

Conley Johnson (CRD# 820332) is an Investment Advisor Representative working at Wealth Planning Corp in Cincinnati, OH and has over 42 years of experience in the finance industry.

2
Malea Hornback, financial advisor Cincinnati OH
Malea A. Hornback
CRD#: 2497140
8370 E. Kemper Road, Cincinnati, OH 45249

Malea Hornback (CRD# 2497140) is an Investment Advisor Representative working at Wealth Planning Corp in Cincinnati, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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