Wealthplans, LLC

WealthPlans, LLC is a registered investment advisor established in October 2020 and located in Frederick, MD. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, nonprofit organizations, and retirement plans. WealthPlans acts as a fiduciary, providing customized investment management services, financial planning, and retirement plan advisory services. The firm's investment strategies primarily focus on long-term goals, utilizing fundamental and technical analysis methods. Clients can expect a range of fees for advisory services, with investment advisory fees ranging from 0.25% to 1.25% annually based on the size and complexity of the client's accounts. WealthPlans does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over their investments, and the firm does not accept or maintain custody of client funds. The Chief Compliance Officer, R. Brent Cooley, holds a PFS® credential and oversees the firm's operations. Cooley also offers accounting and tax planning services through Cooley and Associates PC. The firm is committed to safeguarding client information and maintains strict privacy policies to protect personal data. Clients can contact WealthPlans for further information or to request a copy of the Privacy Policy.