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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KATHY LARSON 

Administrative Assistant

klarson@wealthplanadvisor.com

 

FACTS ABOUT WEALTHPLAN ADVISORS

Scottsdale Advisors - Wealth Plan Advisors - Clients

CLIENTS IN 30+ STATES ACROSS THE U.S.

Scottsdale Advisors - Wealth Plan Advisors - Assets

OVER 1.2 BILLION IN ASSETS

Scottsdale Advisors - Wealth Plan Advisors - Client Base

OVER 400+ INDIVIDUALS, FAMILIES AND BUSINESSES