Wealth Planning Group

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Client assets under management

$279,242,335

Clients

380

21% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$734,848

About

WPG Advisers, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities and trusts, managing accounts on both a discretionary and non‑discretionary basis for several hundred clients. The firm provides portfolio management, standalone financial planning and retirement plan consulting, and may offer managed portfolios to plan sponsors as 3(21) or 3(38) fiduciary services.

The firm’s investment process combines fundamental, technical and cyclical analysis and is implemented via long‑ and short‑term purchases, mutual funds, ETFs, individual securities and allocations to independent managers; it may also use structured notes, interval and closed‑end funds and margin where suitable. WPG Advisers notes that it employs certain artificial intelligence tools under a formal AI policy to support analysis and oversight, and it may recommend private fund investments to qualified clients.

What distinguishes WPG Advisers from many peers is that the firm acts as general partner of an affiliated private fund (the Zebra Municipal Bond Arbitrage Fund, LP) and has a joint‑venture arrangement tied to ALDER private equity funds, relationships the brochure discloses as potential sources of conflicts of interest. The firm also participates in wrap‑fee and separately managed account programs and discloses that it does not vote client proxies and will not exercise discretionary authority to purchase cryptocurrencies for client accounts.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning and consulting fees up to $25,000 fixed fee

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $40,000,000: 0.40% $40,000,001 - $70,000,000: 0.30% $70,000,001+: Negotiable

Project-based

$250 to $500 per hour for financial planning and consulting

Other

Fee-only: Financial planning and consulting fees generally up to $25,000 fixed fee and $250 to $500 hourly rate

Main office location

Wealth Planning Group

3600 O'donnell Street, Suite 860

Baltimore MD 21224, United States

Number of offices

Most active in

Florida · Georgia · Maryland · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

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

Quick links

LinkedIn Facebook Website 410-522-2030

Advisors at this firm

Nicholas R

Series 65

Baltimore, MD

Wealth Planning Group

Nicholas Rumke is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 65 designation and four years of industry experience. He has worked at several firms, including Kessler Investments and Founders Financial, before joining WPG Financial Group in 2019. Outside of his advisory role, he is also an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension plans, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and offers fiduciary services, ongoing account reviews, and reporting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Steven G

CFP®, Series 63, Series 65

Baltimore, MD

Wealth Planning Group

Steven Gessner is a CFP® with 30 years of industry experience, currently serving at WPG Financial Group, LLC. His prior roles include positions at United Planners' Financial Services of America and Cambridge Investment Research. He is also an independent insurance agent. WPG Financial Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts, employing a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Todd P

CFP®, Series 63, Series 65

Baltimore, MD

Wealth Planning Group

Todd Paradise is a CFP® with 25 years of industry experience, currently serving at WPG Financial Group, LLC in Baltimore, MD. His prior experience includes roles at United Planners' Financial Services of America and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and serves as general partner for affiliated private investment vehicles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Patrick B

Series 66

Baltimore, MD

Wealth Planning Group

Patrick Bollinger is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at United Planners' Financial Services of America and Cambridge Investment Research, Inc., as well as experience outside finance in catering and university services. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs a variety of investment analyses and strategies across multiple asset types and offers fiduciary services, ongoing account reviews, and reporting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

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