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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
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