Wealth Planning Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 28, 2026, reports $361M in regulatory assets under management, 6 employees, and 1,277 accounts.
Assets Under Management
$361M
Employees
6
Offices
--
Total Clients
399
Primary office
BALTIMORE, MD
3600 O'DONNELL STREET, SUITE 860, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
300
2
HNWI
20.1%
80
3
Pension Plans
4.8%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of March 28, 2026
Discretionary79.0%
$285M
79% of total RAUM79.0%
Non-discretionary21.0%
$76M
21% of total RAUM21.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$361M
Total Accounts1,277
10Y AUM Change+$361M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee67:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.