Advisor at WealthPlan Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WealthPlan Investment Management LLC
Location
Urbanna, VA
Credentials
Series 66
Industry experience
6 years
Financial planning and consulting flat fees generally up to $5,000; optional $150 for ongoing eMoney® access
$0+: up to 2.00% annually (asset management services, negotiable) $0+: up to 1.50% annually (Institutional Intelligent Portfolios® service, negotiable) $0+: 0.01% to 2.00% (retirement plan services, depending on plan size and complexity) $0+: 0.05% to 1.00% (sponsored investment advisory platforms) $0+: 0.19% to 1.50% (financial institution consulting services)
Hourly financial planning and consulting fees generally range between $100 and $300
Account minimum: $5,000 (for Institutional Intelligent Portfolios® program) Fee-only: Financial planning and consulting fees: flat fees up to $5,000; hourly fees $100 to $300; optional $150 for eMoney® software access
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2026 - Present (1 year)
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2022 - 2025 (3 years)
Financial Services Advisory, Inc.
2022 - 2022 (1 year)
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2021 - 2021 (1 year)
Grove Point Advisors, LLC
2021 - 2021 (1 year)
H. Beck, Inc.
2021 - 2021 (1 year)
PRIDE ONE TEMP AGENCY/ASSIGNMENT: MORGAN STANLEY
2020 - 2020 (1 year)
United Bank
2019 - 2020 (1 year)
United Brokerage Services Inc.
2019 - 2020 (1 year)
Wells Fargo Clearing Services LLC
2017 - 2019 (2 years)
Ameriprise Financial Services, Inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
West Point, VA
Edward Jones
Series 66
Urbanna, VA
Merrill
Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.
CFP®
White Stone, VA
MWA Investments, LLC
Series 63, Series 65
Irvington, VA
Monroe Capital Partners, Llc
CFP®, Series 66
Kilmarnock, VA
Davenport & Company LLC
Series 63
Kilmarnock, VA
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