# Wealth Planning and Design

Wealth Planning and Design is a Bank / Wealth / Trust based in Sarasota, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** wealthplanninganddesign.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-planning-and-design

## Regulatory record

- **Reports private funds:** No

## About

Get personalized wealth management to build & protect your financial legacy. Contact us for tailored solutions today!

## Questions

### What type of clients does Wealth Planning and Design typically serve?

The firm focuses on individual households, many of whom are seasonal or full-time residents of Florida's Gulf Coast. Its client base tends to include retirees, business owners, and professionals who have relocated for state tax advantages. The firm does not market itself as a multi-family office or institutional manager. Its service model is centered on comprehensive financial planning rather than speculative asset gathering.

### Where does the firm custody client assets?

Independent RIAs of Wealth Planning and Design's profile nearly always custody client assets at a third-party custodian such as Charles Schwab, Fidelity, or Pershing. This separation of custody and advice is a core investor protection; the firm directs trades and withdraws fees via limited power of attorney but does not physically hold the assets. The specific custodian is listed in the firm's regulatory filings.

## Related profiles

- [Wealth Navigation Advisors](https://altss.com/profile/wealth-navigation-advisors-wn)
- [Wealth Planning Corporation](https://altss.com/profile/wealth-planning-corporation)

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Last updated: 2026-06-03T20:00:00.000Z

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