The WealthPlan is a registered investment advisor founded in 2016, offering comprehensive wealth management and financial planning services. The firm builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, and can also manage accounts held away from the primary custodian. In addition to investment management, The WealthPlan provides specialized financial planning through structured engagements ranging from single-topic reviews to comprehensive multi-season planning. Clients can also access specialized services such as digital asset custody through BitGo, cash management solutions, and alternative investments. The firm operates as a registered investment advisor, meaning its professionals are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable based on historical relationships, asset types, and account composition. Alternative investment access carries an optional fee of up to 1.5%.