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WEALTH PLANNING CORP

Tel: 513-733-1750
8370 E. Kemper Road
Cincinnati, Ohio  45249

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WEALTH PLANNING CORP

WEALTH PLANNING CORP is a Cincinnati, Ohio based financial advisory firm with nearly $454,920,950 in assets under management and provides investment advisory services for 456 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

105369

SEC#:

801-18378

No. of Clients:

456

Assets under Management

$454,920,950

No. of Advisors:

10

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