Welcome to an RIA built to help you grow.
WealthPlan Group is a firm built by advisors, for advisors, from the very beginning. Here, you are the client, and we are here to help you grow.
Low-cost TAMP platform
Integrated, best-in-class technology suite
Robust investment solutions
A rare dedication to customer service
A Trusted Name in Wealth Management
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5,000+
Accounts
$2.6 Billion
AUM
30+ Years
of Experience
Be Confident in Your Compliance
We follow the latest regulatory changes so you can clearly evaluate all your options within a team-based environment. Our team monitors updates from the SEC, FINRA, and DOL for Broker/Dealer, RIA, fees, compliance requirements, and cybersecurity.
Our hybrid agreement also allows us to maintain most supervisory responsibilities,
while leveraging compliance technologies.
The Industry's Most Integrated Technology Suite
Give your team a unified technology experience with our trusted partners.
Our recommended technology suite eliminates duplicate workflows, trims excess cost, and supplies the tools you need to offer enhanced advice to clients.
Outsmart Your Competition with
Smarter Portfolios
Your time is too valuable to waste. Spend it on what matters most and offload your due diligence, portfolio design, and ongoing monitoring to WealthPlan Group’s experts.
Institutional-level service for your team
Free time up instead of staffing up. Our middle and back office experts give you the support you need to drive efficiency within your firm.
- Fast, accurate billing
- Deliver no-hassle reports
- Trade up to better order execution
- Simplify new account opening
Take Your Future Into Your Hands
Experience the power of an innovative RIA that's built to help you drive new business growth.
With tools and support tailored to your vision, WealthPlan Group lets you create an advisory business without compromise.