Wealth Planning Group, Inc.

Wealth Planning Group, Inc. (CRD# 143222) is a financial advisory firm headquartered in Valencia, CA. They manage $41,721,929 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $246,875
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 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.

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