Wealthplans, LLC

Wealthplans, LLC (CRD# 311560) is a financial advisory firm headquartered in Frederick, MD. They manage $156,022,461 in 355 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5970 Frederick Crossing Lane, Suite 201, Frederick, MD 21704
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $439,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MD, TX, VA

Financial Advisors at Wealthplans, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond Cooley, financial advisor Frederick MD
Raymond B. Cooley
CRD#: 2361861
5970 Frederick Crossing Lane, Suite 201, Frederick, MD 21704

Raymond Cooley (CRD# 2361861) is an Investment Advisor Representative working at Wealthplans, LLC in Frederick, MD and has over 30 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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