Wealthplan Partners, Inc. is a large advisory firm based in Omaha. It manages $1.67 billion of regulatory assets for 7,340 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 35 other states.
Wealthplan Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthplan Partners, Inc. is $1.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthplan Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Todd Arthur Feltz is high net worth individuals with 1,565 clients and $716.11 million of assets under management. Among the 8 most similar advisory firms, Wealthplan Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.67 billion for 3,648 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealthplan Partners doesn't advise any private funds.
The company employs 71 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 30 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Todd Arthur Feltz has been acting as President since 1 Aug 2011. Christopher Michael Mcmillan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wealthplan Partners, Inc. performs its advisory services is located at 101 South 108 Th Avenue, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Grand Island, NE. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-333-5454 or by fax 402-697-7271. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at feltzwp.com.