Why WealthPlan Advisors?

Focused

  • Our focus is 100% on retirement plans!

  • More than 100 retirement clients

  • 20,000 participants

  • $1.3B in assets under advisement

  • Passionate team of experts averaging 16 years of experience

Investment Fiduciary

  • Putting ourselves on the line with our clients = true partners

  • Investment process development

  • Manager search

  • Ongoing monitoring

Independent Fee Only Consultants

  • Unbiased and objective

  • Focused solely on your best interests

  • Clear and transparent fees

Participant Education Specialists

  • Strategic annual education plan, including 1/1 support

  • Customized education strategies tailored to each client

Our clients are surrounded by an entire team of experts, all who have more

than 15 years of experience in the retirement plan industry.

CONTACT US

ARIZONA  |  NEVADA  |  UTAH  |  MISSOURI  |  TENNESSEE

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

© 2020      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234