Wealthplan Advisors, LLC

WealthPlan Advisors, LLC is an SEC-registered investment adviser established in 2009, located in Arizona. The firm manages approximately $359,319,606 of client assets on a discretionary basis and $1,966,995,262 on a non-discretionary basis. They offer retirement plan consulting services, individual portfolio management, and financial planning. For retirement plans, fees range from 0.75% to 0.10% of assets under advisement, with a minimum annual fee of $10,000. Individual portfolio management fees range from 0.30% to 1.00% of assets under management. Financial planning fees vary based on services provided. The firm does not charge performance-based fees. They serve various types of clients, including individuals, high net worth individuals, retirement plans, foundations, and corporations. WealthPlan Advisors' investment strategies are based on modern portfolio theory, efficient frontier, diversification, and low-cost investments. The firm does not vote proxies on behalf of clients and does not have custody of client accounts. Clients can provide discretionary authority for asset management. WealthPlan Advisors has no reportable disciplinary events and does not require payment of fees in advance exceeding $1,200 per client.