Wealthplan Advisors, LLC

Wealthplan Advisors, LLC (CRD# 150573) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,124,475,603 in 922 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,124
    MILLION
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $1,219,605
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, UT

Financial Advisors at Wealthplan Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
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.

2
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 31 years of experience in the finance industry.

3
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 14 years of experience in the finance industry.

4
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.

5
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.

6
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.

7
Ciara S. Hanratty
CRD#: 5964454
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
90
Wealthminder
score

Ciara Hanratty (CRD# 5964454) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

8
Sally M. Johnson
CRD#: 4587909
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
88
Wealthminder
score

Sally Johnson (CRD# 4587909) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

9
Ethan R. Cooper
CRD#: 6494700
7272 E. Indian School Rd., Suite 103, Scottsdale, AZ 85251
87
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.

10
Rick L. Horton
CRD#: 1346665
8817 E. Bell Road, Suite 202, Scottsdale, AZ 85260
83
Wealthminder
score

Rick Horton (CRD# 1346665) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 32 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.