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Wealthplans
Wealthplans is an SEC-registered investment adviser in Frederick, MD, registered since 2020. The firm manages $220 million in regulatory assets.
Wealthplans
Wealthplans is an SEC-registered investment adviser in Frederick, MD, registered since 2020. The firm manages $220 million in regulatory assets. It has one employee and one investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Frederick
Corporate office
Frederick, MD, United States
Principals
Frank Russo
Founder & Chief Executive Officer
Sector focus
Frequently asked questions
What client types does Wealthplans typically serve?
Based on the firm's location and service profile, Wealthplans primarily serves Mid-Atlantic business owners, professionals, and families seeking integrated estate and retirement planning. The practice's emphasis on insurance-based solutions aligns with needs around business succession, estate liquidity, and lifetime income protection.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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