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 10 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 30 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 13 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 29 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 13 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 9 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 3 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 1 year 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 1 year 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 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.