WEALTHPLAN PARTNERS
Omaha, Nebraska
Wealthplan Partners, a regional investment advisory firm based out of Omaha, NE, is dedicated to providing comprehensive financial solutions to their clients. With 18 offices strategically located, Wealthplan Partners is able to serve a diverse range of individuals and businesses throughout the region. With a total of 78 employees, including 29 dedicated investment advisors, they possess a strong team of knowledgeable professionals. The investment advisors at Wealthplan Partners have a proven track record, averaging approximately $55,860,000 in assets under management per advisor. Their compensation structure is flexible, offerin...
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Assets Under Mgmt

$1.62B

Investment Professionals

29

Locations

17

% 401K & Individual

73%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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