$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Capital meridianHarbor +more
- Established Date
- 03-01-2010
- Office Locations
- 1
Office Locations
-- Pittsboro NC
About Master Plan Wealth Management, L.l.c.
Master Plan Wealth Management is an independent, fee-only RIA in North Carolina serving retirees, pre-retirees, and business owners. Led by founder Philip Royal, CFP, the firm delivers holistic financial planning and proactive investment management, emphasizing risk management with a defense/offense approach and the discipline to protect or sell in weak markets. It also helps small businesses design pension plans and manage plan investments.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$512.6K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Meridian frontier
Client Personas
Vector Crest pathway
Custodian
Zenith Bridge Ember Unison delta Optima optima Ridge wave
Investment Themes
Beacon Matrix north
Investment Vehicles
Horizon Element
Services
Crest Catalyst Meridian beacon Eagle Atlas Alpha insight Horizon meridian
Technology
Insight Eagle capital Harbor quantum
Owner & Executives
PHILIP KEITH ROYAL
President
- CRD
- #2492280
- Ownership
- 75% or more
(876) 980-5022
delta.beacon@capitalcapital.com
in linkedin.com/in/summit-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,303,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,303,590 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,303,590
Cash:
8.2% Equity - Exchange:
33.8% Public Funds:
35.3% U.S. Government/Agency:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $732,033,912 | 8.2% |
| Equity - Exchange | $3,017,408,078 | 33.8% |
| Public Funds | $3,151,316,721 | 35.3% |
| U.S. Government/Agency | $2,026,484,124 | 22.7% |
| Total | $8,927,242,835 | 100.0% |