# WEALTHPLANS, LLC

WEALTHPLANS, LLC of FREDERICK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 311560
- Type: SEC-registered investment adviser
- SEC file number: 801-119949
- Location: 5970 FREDERICK CROSSING LANE, SUITE 201, FREDERICK, MD, 21704
- Phone: 301-695-2800
- Latest filing: 2026-03-24
- Regulatory AUM: $219.6M
- Discretionary AUM: $219.6M
- Clients: 1
- Accounts: 179

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Raymond Brent Cooley | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| COOLEY RAYMOND BRENT | MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311560/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311560/similar
- Related entities: https://search.stillhousedata.com/firm/311560/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311560

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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.