CRD: 143222
Wealth Planning Group, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2007
- Office Locations
- 2
Office Locations
About Wealth Planning Group, Inc.
Wealth Planning Group, Inc. is a CFP-led RIA serving clients across the Santa Clarita/Los Angeles area and Austin, TX. The firm provides comprehensive financial planning and ongoing wealth management, including legacy planning and insurance planning through its independent insurance division. Portfolios commonly use ETFs and mutual funds, with custody on Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES EDWARD BLAZER
Principal
- CRD
- #4233834
- Ownership
- 50% but less than 75%
RONALD CHRISTOPHER VERBECK
Chief Compliance Officer, Owner, Principal
- CRD
- #2349217
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,665,537 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,665,537 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing