A History Shaped
by Relationships

Built on Trust, Guided by Purpose

WealthPlan Group was built by advisors who believed financial advice should be grounded in trust, independence, and a genuine commitment to serving clients well. Our roots trace back to 1994, when our firm was founded in Omaha with a simple but enduring idea: put the client’s best interest first, always. From the beginning, we were early adopters of fee-for-service financial planning and thoughtful investment design, focusing on disciplined decision-making rather than products or transactions.

That philosophy was shaped by our founder, Todd Feltz, and his business partners, Brent O’Mara and Wade Behlen, who grew the firm steadily over decades by investing in people, relationships, and community. Todd believed deeply in service, both to clients and beyond the firm’s walls, and that spirit continues to define who we are today. While our name has evolved and our reach has expanded to support advisors and clients across the country, WealthPlan Group remains committed to the same principles it was built on: long-term thinking, integrity in advice, and a culture that values relationships over scale. What began as a small, homegrown practice has grown into a national organization, without losing the personal, service-driven approach that got us here.