# Wealthplans

Wealthplans is a Bank / Wealth / Trust based in Frederick, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Frederick, United States
- **Region:** North America
- **Address:** Frederick, MD, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** wealthplans.com
- **LinkedIn:** linkedin.com/company/wealthplans-ltd

## Regulatory record

- **CRD number:** 311560
- **SEC file number:** 801-119949
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311560

## About

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.

## Sectors

- Wealth Management
- Insurance
- Estate Planning

## People

- Frank Russo — Founder & Chief Executive Officer

## 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.

## Related profiles

- [WealthPlan Partners](https://altss.com/profile/wealthplan-partners)
- [Wealthpoint Advisors](https://altss.com/profile/wealthpoint-advisors)

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

Canonical page: https://altss.com/profile/wealthplans

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