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.
WE DON’T RECREATE THE WHEEL
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.
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.
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.
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.
Spend more time on value-added client engagement and business-development activities by dramatically streamlining the portfolio design, construction, and workflow-management process.
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.
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.
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.
WealthPLAN Partners and Securities America, Inc., are not affiliated with the businesses listed.
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