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.