$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-1992
- Office Locations
- 1
Office Locations
-- Virginia Beach VA
About Wealth Planning, Inc.
Wealth Planning, Inc. provides financial planning, investment management, and tax advising for households across life stages—from busy professionals to retirees and surviving spouses navigating major transitions. The firm emphasizes scenario-based planning to stress-test retirement and care decisions, and manages accounts primarily with ETFs through Charles Schwab.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LINDA PIERCE MCKINNEY
Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MORRIS LEE MCKINNEY
President
- CRD
- #2242243
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,299,664 | -- |
| Total | $6,299,664 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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