W
WealthMap Planning
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
Clients per advisor
0
Average account size
—
About
WealthMap Planning is a fee-only advisory firm that provides financial planning services to individuals and high‑net‑worth clients through a 12‑month engagement that produces a written comprehensive financial plan and offers optional estate‑planning and year‑end tax planning components. The firm does not take custody of client funds or provide discretionary investment management.
In the investment recommendations that accompany its planning work, the firm uses Modern Portfolio Theory and an asset‑allocation approach that favors passive mutual funds and ETFs, and it advises clients on custodians and implementation choices rather than executing trades on client accounts. WMP does not charge performance‑based fees and does not participate in soft‑dollar arrangements.
Notable differences from many peers in the investment‑manager category include its reliance on flat‑fee planning and hourly billing for ongoing support rather than the more common percentage‑of‑AUM fee model, and its disclosure of zero discretionary and non‑discretionary assets under management at the time of filing. The firm is newly formed, operates with a single principal who maintains substantial outside corporate finance employment, and partners with a third party to facilitate standard estate document preparation while not providing legal advice.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Roth conversion strategy
Fee options
Comprehensive Financial Plan: $4,500 flat fee; Estate Plan: $1,500 flat fee; Year-End Tax Plan: $1,500 flat fee
$300 per hour, billed in 15-minute increments
Fee-only: Flat fees and hourly fees only; no commissions or asset-based fees
Main office location
WealthMap Planning
San Luis Obispo CA, United States
Number of offices
1
Most active in
WealthMap Planning has reported serving >5 clients in these states in the last 12 months.
California
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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