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SCOTTSDALE CORPORATE OFFICE
480-505-0234
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
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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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