WMS Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$314,658,530
Total clients
292
27% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
97
Average account size
$1,077,598
About
WMS Wealth Planners provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm offers portfolio management alongside retirement, estate, and tax planning and also provides advice on life insurance, long‑term care insurance and 529 plans while serving as a fiduciary.
The firm employs a total‑portfolio approach that blends active and passive strategies and uses model portfolios tailored to client risk tolerances; it also offers ESG variants and a Charitable Endowment strategy. Its investment committee relies on a proprietary model that applies fundamental, technical and cyclical analysis and a reversion‑to‑the‑mean framework to set asset class and style weightings.
Noteworthy details in the brochure include disclosure that certain advisory representatives are licensed insurance agents who may recommend and sell insurance products on a commission basis, with firm supervision and required conflict disclosures. The adviser also documents use of model portfolios and access to educational conferences and resources through its custodian, highlights multiple advanced professional credentials on the team (CFP, CPA, CIMA, CPWA, AEP), and reports managing about $315 million in client assets.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001 - negotiable: negotiable
Certain advisory representatives may offer insurance products under commission arrangements
Hourly fees may be charged but specific rates not stated
Account minimum: $500,000 Fee-only: Financial planning fees from $250 to $1,000 per month with a 12-month minimum commitment, subject to 3% annual increase plus adjustments for complexity
Main office location
WMS Wealth Planners
17 Brilliant Avenue, Suite 302
Pittsburgh PA 15215, United States
Number of offices
2
Most active in
Florida · Georgia · Louisiana · New York · Ohio · Pennsylvania · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")