Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthplan Partners

    Registered investment advisor · Omaha, Nebraska · CRD #305026

    Assets Under Management
    $1.1B
    Client Accounts
    3,681
    Employees
    56
    CRD Number
    305026
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthplan Partners

    WealthPlan Partners is a regional investment advisory firm based in Omaha, NE, offering comprehensive financial services including investment management, wealth management, and retirement planning. They have over 100 years of collective experience.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthplan Partners

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    Frequently Asked Questions

    What is Wealthplan Partners's AUM?

    Wealthplan Partners reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthplan Partners headquartered?

    Wealthplan Partners is headquartered in Omaha, Nebraska.

    What is Wealthplan Partners's CRD number?

    Wealthplan Partners's CRD number is 305026. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthplan Partners manage?

    Wealthplan Partners manages approximately 3,681 client accounts according to its latest SEC filing.

    Is Wealthplan Partners SEC registered?

    Yes, Wealthplan Partners is registered with the SEC as an investment adviser with an approved registration status.

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