Wealth Planning & Managament, Inc. is a large advisory firm based in Houston. It manages $40.55 million of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.
Wealth Planning & Managament provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Planning & Managament, Inc. is $40.55 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Planning & Managament, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Wealth Planning & Managament, Inc. performs its advisory services is located at 3050 Post Oak Blvd., Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-961-1999 or by fax 832-204-4664. The normal business hours are by appointment on Other. You can find more information about the New York firm at lifeplanninggroup.intranets.com.