# Master Plan Wealth Management

Master Plan Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/chapelhillfinancialplanner

## Regulatory record

- **CRD number:** 153740
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153740

## About

MASTER PLAN WEALTH MANAGEMENT, L.L.C. is a state-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

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- [Makaira Partners](https://altss.com/profile/makaira-partners-llc)
- [DERASTONE](https://altss.com/profile/derastone)

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Last updated: 2026-08-14T12:30:00.000Z

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