WEALTH PLANNING, INC.

WEALTH PLANNING, INC. is an SEC-registered investment adviser (CRD 116045). Regulatory assets under management: $6.3M.

Registration

• CRD: 116045
• Type: Registered investment adviser
• Phone: 757-721-3913
• Latest filing: 2026-03-14
• Regulatory AUM: $6.3M
• Non-discretionary AUM: $6.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search