Two Ways to Work With Us
Both start with the same question: how much of the work do you want to hand to us?
Your practice joins WealthPlan Group. You stay the trusted face to clients and lead the meetings; a centralized team carries the work across the entire client lifecycle. Liquidity today, and a share in long-term firm growth.
See How Partnership WorksYou keep ownership of your practice, your clients and your staff, and choose the level of support that fits.
Grow at the Speed of Focus, and Keep More of the Value You Create
ExpandIncrease capacity and momentum by removing operational friction and leveraging shared resources built to support growth.
ServeDeliver a more consistent and elevated client experience through modern tools, integrated systems, and thoughtful support.
ParticipateShare meaningfully in the value you create through aligned economics and long-term participation in firm growth.
Time Together, Every Year
Three gatherings give advisors time with the whole firm, with each other, and with the specialists behind the platform.
See It for Yourself
¹ WealthPlan Group is a trade name under which affiliated entities conduct business. The firm has operated under multiple brand names over time. WealthPlan Group was founded in 1989. References to the firm’s history or years in business reflect the organization’s history since 1989, including predecessor businesses and prior brand names.
² Combined client assets across affiliated businesses as of 12/31/2025. This figure includes assets associated with WealthPlan Partners and WealthPlan Investment Management, including assets under management, assets under advisement, and certain retirement plan and brokerage assets for which affiliated firms provide advisory, consulting, or planning services. Not all such assets constitute ‘regulatory assets under management’ as defined by the SEC.
³ Efficient practice and WealthHub comparisons are hypothetical illustrations based on published industry benchmarks for average and top-quartile advisory practices (including Kitces Research, the Schwab RIA Benchmarking Study, the Dimensional Global Advisor Study and the InvestmentNews Advisor Benchmarking Study) and on assumptions about staffing, technology and overhead costs. They do not represent the results of any actual WealthPlan advisor or practice, are not a projection or guarantee of future income, payout or expense savings, and do not reflect taxes or transition costs. Use of WealthHub does not by itself make a practice more efficient; results depend on each practice's size, client base, staffing, pricing, market conditions and how the platform is used. Individual results will vary.