W
Wealth Planning Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,146,012
Clients
16
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$259,126
About
Wealth Planning Advisors LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and small businesses, managing roughly $4.15 million across 16 client accounts. The firm bills on a percentage‑of‑AUM basis and documents each client’s objectives and risk tolerance in an Investment Policy Statement.
Investment decisions are implemented primarily through a long‑term trading approach and are informed by a mix of fundamental, modern portfolio theory, quantitative, and technical analysis. Portfolios are constructed mainly from mutual funds, ETFs, equities, fixed‑income (including TIPS), and real estate funds (including REITs), with all asset management performed in‑house rather than by third‑party managers.
Noteworthy distinctions include the firm’s involvement in other financial product sales: the brochure discloses insurance licenses in multiple states and $94,619 in life and health insurance commissions in 2023, a practice that is uncommon among independent RIAs. The firm also requires use of Charles Schwab as custodian and participates in Schwab’s institutional advisor program, from which it may receive research or other benefits that can be a factor in broker selection.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
$0 - $500,000: 1.00% annually $500,001 - $2,000,000: 0.80% annually Over $2,000,000+: 0.50% annually
Account minimum: $100,000
Main office location
Wealth Planning Advisors LLC
New Smyrna Beach FL, United States
Number of offices
1
Most active in
Wealth Planning Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")