Wealthplan Advisors, LLC

Wealthplan Advisors, LLC (CRD# 150573) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,171,125,604 in 868 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,171
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $1,349,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

AZ, MO, NV, TN, UT

Financial Advisors at Wealthplan Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Ciara S. Hanratty
CRD#: 5964454
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
96
Wealthminder
score

Ciara Hanratty (CRD# 5964454) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry. Ciara Hanratty 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
Lorraine M. Downing
CRD#: 3142943
Goodlettsville, TN
93
Wealthminder
score

Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Goodlettsville, TN and has over 19 years of experience in the finance industry.

3
Anna P. Duarte
CRD#: 5134785
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
93
Wealthminder
score

Anna Duarte (CRD# 5134785) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.

4
Kenton H. Fagen
CRD#: 4782129
Nashville, TN
93
Wealthminder
score

Kenton Fagen (CRD# 4782129) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Nashville, TN and has over 13 years of experience in the finance industry.

5
Catharine B. Fitch
CRD#: 1421851
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
93
Wealthminder
score

Catharine Fitch (CRD# 1421851) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 32 years of experience in the finance industry.

6
Camryn D. Holt
CRD#: 4583930
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
93
Wealthminder
score

Camryn Holt (CRD# 4583930) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

7
Scott L. Schlappi
CRD#: 1507932
9933 East Bell Road, Suite 140, Scottsdale, AZ 85260
93
Wealthminder
score

Scott Schlappi (CRD# 1507932) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

8
Todd M. Schlappi
CRD#: 4167803
3400 North Ashton Boulevard, #180, Lehi, UT 84043
93
Wealthminder
score

Todd Schlappi (CRD# 4167803) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Lehi, UT and has over 14 years of experience in the finance industry.

9
Francis P. Surdakowski
CRD#: 5017290
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
93
Wealthminder
score

Francis Surdakowski (CRD# 5017290) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

10
Ethan R. Cooper
CRD#: 6494700
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
89
Wealthminder
score

Ethan Cooper (CRD# 6494700) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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