Wealth Planning Advisors (WPA) offers investment management and financial planning services. Financial planning includes evaluating a client's current and future financial state. WPA also provides educational seminars and retirement consulting. Tax preparation, bookkeeping, and payroll services are offered through Preece Accounting Services LLC, a related but separate entity.
Assets Under Management$10M
Clients38
Advisors3
Avg. per Client$280K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
Fees are negotiable. Clients that had a prior relationship with the adviser at a previous registered investment adviser firm and have become clients of WPA, may be charged a legacy fee that will be equivalent to their previous monthly fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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