© 2019      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234

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

Scottsdale Advisors - Wealth Plan Advisors - Rick
Scottsdale Advisors - Wealth Plan Advisors - Ciara
Scottsdale Advisors - Wealth Plan Advisors - Ethan
Scottsdale Advisors - Wealth Plan Advisors - Carol

Rick Horton, CEP®,AIF®

Principal, Investment Consultant, Chief Compliance Officer

Ciara Sharp Hanratty,CFP®

Vice President of Wealth Management

Ethan Cooper,CFP®

Investment Consultant

Carol Ann Drum

Client Services Manager

Scottsdale Advisors - Wealth Plan Advisors - Sonya

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