$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2023
- Office Locations
- 1
Office Locations
-- Omaha NE
About Reserve Wealth Planning
Reserve Wealth Planning is a fee-only fiduciary firm providing holistic financial planning and investment management, including asset allocation guidance across held-away retirement plans (401(k)/403(b)/457) and 529s. Services include retirement-focused planning, tax strategies in coordination with a client’s CPA, and education planning. Works with Schwab and uses tools such as Orion and RightCapital; XY Planning Network member.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$140.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CHAD THOMAS BURGER
Chief Compliance Officer
- CRD
- #7697867
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,359,137 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,359,137 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing