Wms Wealth Planners

Wealth Management Strategies, Inc. operating as WMS Wealth Planners is a registered investment adviser established in 1994 and owned by Herman "Bud" Kahn. The firm offers investment advice to various clients, including individuals, retirement plans, trusts, and charitable organizations. They act as fiduciaries, obligated to act in the client's best interest. Their investment strategy involves a diversified approach using active and passive methods tailored to individual needs and risk tolerance. The firm provides financial planning services, retirement planning, estate planning, and tax planning. They manage assets on a discretionary basis, with $252,909,500 under management as of December 31, 2024. WMS Wealth Planners charges fees based on assets under management, with a minimum account size of $500,000. The fee schedule ranges from 1.25% for assets up to $500,000 to negotiable rates for assets over $25,000,001. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have full investment discretion, and the firm recommends Charles Schwab & Co., Inc. as a custodian. The brochure also details the educational backgrounds, professional designations, and business experiences of the firm's key personnel, including Herman "Bud" Kahn, Aaron Harold Kahn, and Daniel Barad Eller.