Plancorr Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Plancorr Wealth Management, LLC provides fee‑only financial consulting and personalized financial planning to individuals as well as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The brochure lists services such as investment portfolio cost‑benefit and risk‑management analyses, insurance and annuity reviews, retirement income planning, contract reviews, cash‑flow and accelerated debt‑reduction strategies, and related written reports.
The firm delivers advice through consultations and written hard‑copy reports, applying fundamental, technical and cyclical analysis along with cost‑benefit and risk‑management assessments, and conducts periodic or event‑driven reviews. Fees are charged on an hourly basis ($175/hour) or as flat bundled fees billed in advance rather than as a percentage‑of‑assets; PWM does not take custody of client assets or accept discretionary trading authority.
Notable features highlighted in the brochure include specialized offerings such as a L.I.F.E. Loan System and financial institution and mortgage stress tests, and a prior practice as a virtual financial coach, reflecting an emphasis on education and analytical reviews beyond routine portfolio management. The managing member also operates an affiliated insurance business (approximately 50% of his time), a relationship the firm discloses as a potential conflict of interest and says is mitigated by its fiduciary obligations and client choice.
Client services
Financial planning
Educational seminars or workshops
Expertise
Life insurance needs analysis
Long-term care insurance
Annuities
Cash flow / budgeting
Retirement income strategy
Fee options
Flat fees for bundled services begin at $300
$175/hour
Fee-only: Hourly charges at $175/hour; Flat fees for bundled services begin at $300
Main office location
Plancorr Wealth Management, LLC
Nottingham MD, United States
Number of offices
1
Most active in
Plancorr Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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