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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.
Principal, Investment Consultant, Chief Compliance Officer
CIARA SHARP HANRATTY,
Vice President of Wealth Management
FACTS ABOUT WEALTHPLAN ADVISORS
CLIENTS IN 30+ STATES ACROSS THE U.S.
OVER 1.2 BILLION IN ASSETS
OVER 400+ INDIVIDUALS, FAMILIES AND BUSINESSES
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