Wealth Planning Corporation

Wealth Planning Corporation

Founded in 1984, Wealth Planning Corporation is a Cincinnati-based registered investment advisor. The firm was built to serve a local client base — individuals, families, trusts, estates, and small business owners — and has maintained that community-bank-style advisory posture for four decades. Its longevity suggests a book of sticky, multi-generational relationships rather than a high-churn asset-gathering model. The firm's strategy is rooted in financial planning, retirement planning, and broad investment advisory services. It does not market itself as a direct investor, venture partner, or alternative-asset allocator. Its deployment model — to the extent publicly discernible — leans toward mutual funds, separately managed accounts, and insurance-linked products typical of Main Street RIAs. There is no public record of direct co-investments, SPVs, or fund commitments. Wealth Planning Corporation's scale remains undisclosed. No AUM figure, professional headcount, or geographic footprint beyond Cincinnati appears in any public filing or commercial database. The firm does not maintain a visible LinkedIn presence, and its website functions as a minimal digital storefront rather than a content or recruiting platform. The absence of a growth narrative is itself a structural fact: this is a lifestyle practice, not a platform consolidator or roll-up target. The firm's structural differentiator is its deliberate smallness. In an era of aggressive RIA consolidation — where firms like Creative Planning, Hightower, and Focus Financial acquire local practices — Wealth Planning Corporation has not sold, merged, or rebranded. That independence, sustained over 40 years, signals either a tight ownership structure or a principal unwilling to monetize client relationships through a third party.