Wealth Planning, Inc.

Wealth Planning, Inc. (CRD# 116045) is a financial advisory firm headquartered in , . They manage $5,331,489 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $666,436
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.

VA

Financial Advisors at Wealth Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Morris McKinney, financial advisor Virginia Beach VA
Morris L. McKinney
CRD#: 2242243
Virginia Beach, VA

Morris McKinney (CRD# 2242243) is an Investment Advisor Representative working at Wealth Planning, Inc. in Virginia Beach, VA and has over 31 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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