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.

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RICK HORTON,

CEP®, AIF® 

Principal, Investment Consultant, Chief Compliance Officer

rhorton@wealthplanadvisor.com

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CIARA SHARP HANRATTY,

CFP®, CIMA® 

Vice President of Wealth Management

csharp@wealthplanadvisor.com

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ETHAN COOPER, 

CFP® 

Investment Consultant

ecooper@wealthplanadvisor.com

 
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CAROL ANN DRUM 

Client Services Manager

cdrum@wealthplanadvisor.com

 

COURTNEY MYRICK

Administrative Assistant

cmyrick@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

© 2020  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234