DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > california > santa clara
WEALTHPLANS, LLC
Tel: 301-695-2800
5970 Frederick Crossing Lane Suite 201
Frederick, Maryland 21704
WEALTHPLANS, LLC
WEALTHPLANS, LLC is a Frederick, Maryland based financial advisory firm with nearly $156,022,461 in assets under management and provides investment advisory services for 355 clients. There are currently 1 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
311560
SEC#:
801-119949
No. of Clients:
355
Assets under Management
$156,022,461
No. of Advisors:
1
More Financial Advisory Firms in Frederick, California
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 1384 |
| BLACKROCK FUND ADVISORS | 105247 | 700 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 3194 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 857 |
| FRANKLIN ADVISERS, INC. | 104517 | 408 |
| DODGE & COX | 104596 | 306 |
More Firms in Frederick, California >>