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
By the Numbers
-
Total Assets Under Management156MILLION
-
Total Number of Accounts355ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, MD, TX, VA
Financial Advisors at Wealthplans, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.