Wealth Planning Group, Inc.

Wealth Planning Group, Inc. (CRD# 143222) is a financial advisory firm headquartered in Valencia, CA. They manage $44,718,880 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25152 Springfield Court, Suite 345, Valencia, CA 91355
http://www.wealthplanninggroup.net
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $255,536
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
The map below shows states where this firm has explicit registration only.

CA

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

James Blazer (CRD# 4233834) is an Investment Advisor Representative working at Wealth Planning Group, Inc. in Castaic, CA and has over 23 years 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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