# WG Plan

WG Plan is a RIA based in McKinney.

## Overview

- **Organization type:** RIA
- **Headquarters:** McKinney
- **Assets under management:** Undisclosed
- **Website:** https://wgplan.com

## Regulatory record

- **CRD number:** 338296
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338296

## About

WG Plan provides independent, fiduciary financial planning for retirement, tax, and estate decisions. It brings portfolio management, risk, tax awareness, and estate planning into one connected view built around the client’s life. The firm uses its proprietary P.L.A.N. (Portfolio Level Allocation Navigator) model and a 4-Lever Framework of market-based investing, market-hedged strategies, alternatives, and risk transfer.

## People

- Jeffrey Reddick — CFP® — Founding Partner · Lead Planner & Strategist
- Taylor Phillip Willingham — JD, MS — Founding Partner · Estate & Legacy Planning
- Kathy Im — Wealth Advisor & Compliance Officer
- Anne-Marie Daugherty — Director of Operations

## Questions

### Why is WG Plan LLC registered in Wyoming?

Wyoming is a preferred jurisdiction for private investment entities due to its strong charging-order protections, which shield LLC assets from personal creditors of individual members, and its lack of state income tax. Many single-family offices form holding companies and investment vehicles in Wyoming to compartmentalize direct investments, separate them from operating businesses, and minimize public disclosure requirements. The state does not require LLCs to publicly list managers or members, which is a critical privacy feature for families that do not want their investment activities openly linked to their names.

## Related profiles

- [Humilis Investment Strategies](https://altss.com/profile/humilis-investment-strategies-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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