WG Plan is a registered investment advisory firm based in McKinney, Texas, founded in 2025. WG Plan offers continuous asset management and financial planning services. For investment management, WG Plan supervises client accounts and builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, options, structured products, and a proprietary quantitative investment model. For financial planning, WG Plan helps clients review financial goals, tax planning strategies, asset allocation, risk management, retirement planning, budgeting, education planning, cash flow, charitable planning, lines of credit, insurance, business financial planning, mortgages, and real estate. WG Plan offers ongoing financial planning as well as one-time project planning and hourly consulting. WG Plan does not have an account minimum for asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Asset management fees are negotiable. WG Plan may waive financial planning fees if you engage their asset management services.