WealthPlan Investment Management LLC

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Total assets under management

$2,185,239,312

Total clients

2,068

18% high-net worth

Total advisors

of 34 employees

Firm size

Multi Team

Average clients per advisor

148

Average account size

$1,056,692

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning and consulting flat fees generally up to $5,000; optional $150 for ongoing eMoney® access

Percentage

$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)

Project-based

Hourly financial planning and consulting fees generally range between $100 and $300

Other

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

Disclosures

Main office location

WealthPlan Investment Management LLC

101 S 108 Th Ave, 3 Rd Floor

Omaha NE 68154, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 402-691-0200

Advisors at this firm

Mark P

Series 63, Series 65

Wilmington, DE

WealthPlan Investment Management LLC

Zachary L

CFP®, Series 65

Anaheim Hills, CA

WealthPlan Investment Management LLC

Weston B

Series 65

Omaha, NE

WealthPlan Investment Management LLC

Wayne W

ChFC®, Series 63, Series 65

Omaha, NE

WealthPlan Investment Management LLC

Kevin O

CFP®, Series 66

Omaha, NE

WealthPlan Investment Management LLC

Ward B

Series 65

Omaha, NE

WealthPlan Investment Management LLC

Brent O

Series 66

Omaha, NE

WealthPlan Investment Management LLC

Alyse P

Series 65

Omaha, NE

WealthPlan Investment Management LLC

Christopher S

CFA®, Series 66

Omaha, NE

WealthPlan Investment Management LLC

James M

Series 65

Garnet Valley, PA

WealthPlan Investment Management LLC

Michael S

Series 63, Series 65

Granite Bay, CA

WealthPlan Investment Management LLC

Paul P

CFP®, Series 63, Series 65

Omaha, NE

WealthPlan Investment Management LLC

Andrew D

CFP®, Series 65

Rancho Santa Margarita, CA

WealthPlan Investment Management LLC

Wyatt B

Series 65

Omaha, NE

WealthPlan Investment Management LLC

Landon T

Series 63, Series 66

Omaha, NE

WealthPlan Investment Management LLC

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