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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About WG Plan LLC
WG Plan is a fiduciary RIA in McKinney, TX serving families, professionals, and business owners. Through its DRIVE process, the firm provides holistic financial planning and retirement income strategies, tax planning, insurance/risk management, and coordinated asset protection and estate planning. Portfolios blend traditional markets with select alternative investments and are often implemented with ETFs. Integrated legal support is offered via its WG Law partnership.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Taylor Phillip Willingham
Owner
- CRD
- --
- Ownership
- 75% or more
Katherine Im
Chief Compliance Officer
- CRD
- #7297071
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY DALTON REDDICK
--
- CRD
- #3181062
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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