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PLAN A WEALTH, LLC

Tel: 402-975-8008
7221 Plaza Court
Lincoln, Nebraska  68516

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PLAN A WEALTH, LLC

PLAN A WEALTH, LLC is a Lincoln, Nebraska based financial advisory firm with nearly $326,862,915 in assets under management and provides investment advisory services for 1682 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

287860

SEC#:

801-110113

No. of Clients:

1682

Assets under Management

$326,862,915

No. of Advisors:

12

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