# WealthPlan Advisors

WealthPlan Advisors is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, Arizona, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** https://wealthplandepere.com

## Regulatory record

- **Reports private funds:** No

## About

WealthPlan Advisors is an Independent Registered Investment Advisor with core markets in Arizona, Utah, Missouri, and Tennessee. The firm offers wealth management and institutional retirement planning services, as well as consulting services. WealthPlan Advisors was founded in 2009 and is based in Scottsdale, Arizona; it was acquired by Hub International on August 3rd, 2022.

## Questions

### Is WealthPlan Advisors affiliated with a larger financial institution?

No public record identifies a parent entity, holding company, or institutional affiliation for WealthPlan Advisors. The firm does not publicly associate itself with any bank, trust company, broker-dealer, or insurance platform in available directories or regulatory databases.

## Related profiles

- [WealthPlan](https://altss.com/profile/wealthplan)
- [WealthPlan Group](https://altss.com/profile/wealthplan-group)

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

Canonical page: https://altss.com/profile/wealthplan-advisors

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