Independence Without
Doing It Alone
The Freedom to Serve at a Higher Level
At WealthPlan, we provide the infrastructure, support, and partnership advisors
need to focus on what matters most—their clients.
More time for clients. More capacity to grow.
We take on the operational work that slows practices down, including compliance, administration, and infrastructure, so advisors can focus their time on advice, relationships, and growth.
A true operating partner.
You remain the trusted face to clients while your practice integrates into WealthPlan Group. We stand behind you with a deeper bench and a proven system.
Shared success.
Our partnership model provides liquidity today and continued participation in long-term firm growth. Incentives are aligned so advisors and the firm succeed together over time.
Grow at the Speed of Focus, and Keep More of the Value You Create
Expand
Increase capacity and momentum by removing operational friction and leveraging shared resources built to support growth.
Serve
Deliver a more consistent and elevated client experience through modern tools, integrated systems, and thoughtful support.
Participate
Share meaningfully in the value you create through aligned economics and long-term participation in firm growth.
1994
Established¹
62
Support Staff
Omaha
Headquarters
6.1B
Combined Client Assets²
38
Advisors Nationwide
Your Growth, Powered Behind the Scenes
Operational Excellence
- Smooth client transitions supported by a dedicated onboarding team handling account setup, repapering, and client communications.
- Comprehensive client service support for cash movement, service requests, and calendar coordination.
- Full operational infrastructure including billing, trading support, reporting, human resources, payroll, benefits administration, vendor oversight, and legal coordination.
- Ongoing compliance oversight with supervision, marketing review, exam readiness, policy management, and monitoring.
- Growth-focused hiring support covering candidate sourcing, interview coordination, and compensation structure development.
Marketing Support
- Structured growth initiatives built around targeted outreach and trackable campaigns.
- Prospecting and pipeline tools designed to support digital engagement and funnel development.
- Pre-approved communication templates including newsletters and compliant content ready for distribution.
- Automated outreach workflows that help maintain consistent follow-up across sales and marketing efforts.
- Dedicated marketing resources to coordinate planning, execution, and performance reporting.
Advisor Collective
- Individualized coaching delivered by experienced industry operators.
- Structured practice management education focused on building scalable systems and consistent service models.
- A dedicated point of contact to support day-to-day needs and ongoing coordination.
- Interactive sessions and learning forums covering strategy, growth considerations, and industry developments.
- A collaborative advisor community that encourages shared insight and peer connection.
Investment Management
- Advisor-led portfolio design supported by institutional research and implementation expertise, keeping you in control of the client relationship.
- Tax-aware portfolio management infrastructure that helps address household-level tax considerations without added complexity.
- Flexible portfolio construction options, including index-based and custom strategies, to support a range of client planning needs.
- Access to specialized and alternative strategies supported by centralized due diligence typically available only at the institutional level.
- Centralized trading, rebalancing, and reporting that reduce operational burden and support scalable growth.
Wealth Platform
- Centralized advisor support portal serving as the single point of entry for service, operations, and portfolio requests, managed by dedicated internal teams.
- White-glove planning and insurance support including case design and tax and estate planning coordination for more complex client needs.
- Fully integrated technology ecosystem maintained centrally to reduce friction and eliminate the need for advisors to manage integrations.
- Streamlined account and service workflows covering account opening, money movement, allocation changes, and ongoing client servicing.
- Direct access to specialized teams and leadership for timely guidance, answers, and support without unnecessary layers.
A Client-First Transition
We outline the transition plan, establish clear communication, and sequence account changes to reduce disruption. Each transition is paced to your practice, tax-aware, and supported by a dedicated team from initial planning through implementation.
Align
Confirm mutual fit, finalize intent, and establish a shared transition plan, timeline, and communication strategy.
Prepare
Working alongside you, our team coordinates custodial setup, outlines next steps, and prepares the necessary documentation so the process can move forward efficiently once engagement is authorized.
Execute
Once definitive documents are signed, we manage the transition on your behalf, including account setup, asset movement, system conversions, and portfolio implementation.
Launch
With accounts live, billing and reporting finalized, and portfolios in place, we support a smooth go-live while minimizing disruption for you and your clients.
Support
Following launch, our team remains actively engaged to address questions, fine-tune workflows, and support early growth and stability.
Who Thrives At WealthPlan Group
Advisors and teams who want to focus on clients instead of business administration, grow faster with real marketing support, create liquidity while participating in future upside, reduce business risk, and maintain a client-first ethos within a larger platform.
Ready to explore it?
Let’s talk—confidentially and without obligation. We’ll get to know your goals and discuss what the next step could look like.
¹ WealthPlan Group is a trade name under which affiliated entities conduct business. The firm has operated under multiple brand names over time. Feltz WealthPlan, a predecessor business, was registered with the Nebraska Secretary of State in 1994. References to the firm’s history or years in business may include the history of predecessor businesses and do not indicate continuous operation under the WealthPlan Group name.
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.
Transition services are provided in coordination with the selling / joining advisor and only after appropriate client authorization, privacy review, and required documentation. Pre-close and pre-signing activities are limited to planning, diligence, transition design, and identification of required forms and data; account establishment, data transfers, and implementation occur only after appropriate approvals and executed documentation are in place.