# WEALTH PLANNING CORP

WEALTH PLANNING CORP of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105369
- Type: SEC-registered investment adviser
- SEC file number: 801-18378
- Location: 8370 E. KEMPER ROAD, CINCINNATI, OH, 45249
- Phone: 513-733-1750
- Latest filing: 2025-03-28
- Regulatory AUM: $518.2M
- Discretionary AUM: $499.7M
- Non-discretionary AUM: $18.5M
- Clients: 10
- Accounts: 454

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Cavanaugh Keith | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Todd Allan Steinbrink | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Angela Sue Dietrich | VICE PRESIDENT OF OPERATIONS | — |
| JOHNSON JOHN MICHAEL | FOUNDER AND PRINCIPAL; FOUNDER AND SENIOR ADVISOR; PRESIDENT (+1 more) | — |
| DANIEL WADE K | VICE PRESIDENT | — |
| STEINBRINK TODD ALLAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105369/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105369/similar
- Related entities: https://search.stillhousedata.com/firm/105369/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105369

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.