Wealth Planning Group, Inc.

Wealth Planning Group, Inc. (CRD# 143222) is a financial advisory firm headquartered in Valencia, CA. They manage $21,600,000 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $124,138
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
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Wealth Planning Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James E. Blazer
CRD#: 4233834
30418 Barcelona Road, Castaic, CA 91384
96
Wealthminder
score

James Blazer (CRD# 4233834) is an Investment Advisor Representative working at Wealth Planning Group, Inc. in Castaic, CA and has over 16 years of experience in the finance industry. James Blazer 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.

2
Ronald C. Verbeck
CRD#: 2349217
25152 Springfield Court, Suite 345, Valencia, CA 91355
96
Wealthminder
score

Ronald Verbeck (CRD# 2349217) is an Investment Advisor Representative working at Wealth Planning Group, Inc. in Valencia, CA and has over 23 years of experience in the finance industry. Ronald Verbeck 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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