YOUR WEALTHPLAN ADVISORS WEALTH MANAGEMENT TEAM
INDEPENDENT: We are not bound by the products or demands of an organization and work solely for the best interest of our clients.
FEE-ONLY: We charge a flat rate management fee and are not compensated on the sale of investment products.
FIDUCIARY: We work in full transparency.
RICK HORTON,
CEP®, AIF®
Principal, Investment Consultant, Chief Compliance Officer
rhorton@wealthplanadvisor.com
CIARA SHARP HANRATTY,
CFP®, CIMA®
Vice President of Wealth Management
csharp@wealthplanadvisor.com
FACTS ABOUT WEALTHPLAN ADVISORS
CLIENTS IN 30+ STATES ACROSS THE U.S.
OVER 1.2 BILLION IN ASSETS
OVER 400+ INDIVIDUALS, FAMILIES AND BUSINESSES
CONTACT US
ARIZONA | NEVADA | UTAH | MISSOURI
Scottsdale Corporate Office
at the Scottsdale Financial Center III
7272 E. Indian School Rd.
Suite 103
Scottsdale, AZ 85251
Tel: 480-505-0234
Fax: 480-505-0239