WealthPLAN Partners is a registered investment advisor based in Omaha, Nebraska, offering financial planning, consulting, and investment management services. The firm operates through a decentralized model with various advisors across the United States. WealthPLAN Partners helps clients build customized portfolios using a strategy diversification approach, which goes beyond traditional asset allocation by analyzing how different investments interact and correlate. Services include discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and management of held-away accounts and variable annuities. The firm works with individuals, high-net-worth families, trusts, estates, and charitable organizations, placing client interests first while navigating potential conflicts related to affiliate relationships and brokerage arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.01% and 2.00% depending on portfolio size, services rendered, and complexity. Fees are negotiable.