Who We Are
Independent
Fee-Only
Fiduciary
We are not bound by the products or demands of an organization and work solely for the best interest of our clients
We charge a flat rate wealth managment fee and are not compensated on the sale of investment products
We work in full transparency
Our Team
Rick Horton, CEP®,AIF®
Principal, Investment Consultant, Chief Compliance Officer
Ethan Cooper,CFP®
Investment Consultant
Carol Ann Drum
Client Services Manager
Sonya Spagnola
Paraplanner
sspagnola@wealthplanadvisor.com
Courtney Myrick
Administrative Assistant
Facts About WealthPlan
Clients in 30+ states across the US
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