# Wealth & Business Planning Group

Wealth & Business Planning Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** businessplanninggroup.com
- **LinkedIn:** https://www.linkedin.com/company/thefinancialqb

## Regulatory record

- **CRD number:** 146151
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146151

## About

WEALTH & BUSINESS PLANNING GROUP, LLC is a state-registered investment adviser in Maitland, FL. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who are the principals behind Wealth & Business Planning Group?

No principals are publicly disclosed. The firm does not maintain a public website, LinkedIn presence, or regulatory filings that name its founders, trustees, or investment committee. This level of privacy is common among family offices that serve a single family and have no commercial solicitation mandate.

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Last updated: 2026-07-11T13:53:01.000Z

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