Assets Under Management
$370.4M
Number of Clients
580
Number of Advisors
6
Average Client AUM
$639K
AUM per Advisor
$61.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Plan A Wealth, LLC offers asset management, comprehensive portfolio management, and financial planning & consulting services. They tailor investment strategies to client needs, monitor portfolios, and provide financial plans. They also offer portfolio monitoring and retirement plan consulting services.
7221 Plaza Court, Lincoln, NE, 68516