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A REGISTERED INVESTMENT ADVISOR

Your Practice.

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Our Story

The visionary guidance of President and CEO Todd Feltz has helped WealthPLAN Partners become one of the nation’s leading independent advisory firms. Since establishing the firm in 1987, Mr. Feltz has become an industry pioneer in the fee-based arena, and while registered with LPL Financial, Todd was consistently ranked as one of their top advisors from 1994 to 2016*. He set out to establish an unbiased financial planning and asset management firm that currently has over $1 billion under management and advisement.

Join an exclusive group of like-minded advisors, innovators and thought leaders who are committed to taking their practices to an elite level by leveraging their time to do what they do best. We believe we can best serve our clients and community collectively rather than individually. Independent but united, we are bonded by partnership, philosophy and common culture.

WealthPLAN Partners was derived from the obstacles advisors typically face and the solutions we have found through years of top performance. Free up valuable time for you and your staff via our Advisor Management Portal (AMP), which provides access to automated processes for Performance Reports, Proposal Generation, Investment Models, Operational Workflows, Marketing, Social Media and more. Our in-house Compliance Manager will also be available to guide you through basic regulatory issues.

*Based on annual overall production of the firm’s approximately 14,000 advisors.

 BY the Advisor

Our Services

WE DON’T RECREATE THE WHEEL

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INTEGRATED TECHNOLOGY

Incorporating a plug-n-play approach to running your practice from CRM, Proposal, Trading, and Compliance. Harmonizing your technology allows you to leverage your time and focus on growing your business.

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BUILD BRAND EQUITY

Create a unique brand offering that fits your business, your vision and, most importantly, gives your most demanding clients a differentiated experience they can love and recommend.

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SMARTER PORTFOLIO PLANNING

According to a myriad of surveys, financial expertise and traditional investment methods are no longer enough. What clients want from their financial advisor is a smarter portfolio that mitigates risk during extended down markets and produces relative returns in an up market.

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ENHANCE FIRM VALUE

We help our partners to grow their practices into thriving businesses. While you retain ownership, we provide options for growth capital and assistance with transition and succession planning.

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CUT COSTS

By creating efficiency in your practice, it allows scaled growth at a rapid pace without the additional overhead of staff. Large offices experience breakpoints at vendor levels.

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ADVISOR TOOLBOX

Spend more time on value-added client engagement and business-development activities by dramatically streamlining the portfolio design, construction, and workflow-management process.

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ADMINISTRATIVE SUPPORT

Access our experienced advisor-trained team to help with transition, workflow, software training, and education. A constant push toward best practices assuring value-added experiences for the advisor and clients.

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ADVISOR ACADEMY

Promoting a step-back from the day-to-day grind of running a successful business allows for creative brain dumps that tend to enhance every business operation and recharge its energy.

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COMPLIANCE

Creating a reputable process and holding ourselves to the highest of industry standards helps avoid moral hazards or unmanaged risk that could reverse our cause.

When you join other RIA’s it’s THEIR RIA

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“The 21st Century has provided some frightening market conditions – a busted technology bubble, an attack on our country, a financial crisis and a heart-pounding 1,000-point single day drop in the Dow. Through it all, we have stood firm in our commitment to providing clients with a steadfast financial planning strategy that has evolved through years of analysis and development. This strategy is founded on the belief that Modern Portfolio Theory isn’t very modern and it provides systems, processes and technology to help take care of life’s little annoyances. I would like to share this strategy with advisors who are looking to get back to the reason they became advisors in the first place.”

–Todd Feltz

Join WealthPLAN Partners where you are an owner AND a partner, increasing the value and multiple of your business instead of someone else’s.

What Our Advisors are Saying

Our Strategic Alliance Partners

WealthPLAN Partners and Securities America, Inc., are not affiliated with the businesses listed.

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