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SCOTTSDALE CORPORATE OFFICE
480-505-0234
Why WealthPlan Advisors?
FOCUSED
INVESTMENT FIDUCIARY
INDEPENDENT FEE-ONLY CONSULTANTS
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Our focus is 100% on retirement plans!
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More than 100 retirement clients
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25,000 participants
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$2B in assets under advisement
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Passionate team of experts averaging 24 years of experience
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Putting ourselves on the line with our clients = true partners
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Investment process development
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Manager search
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Ongoing monitoring
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Unbiased and objective
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Focused solely on your best interests
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Clear and transparent fees
PARTICIPANT EDUCATION SPECIALISTS
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Strategic annual education plan, including 1/1 support
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Customized education strategies tailored to each client
Our clients are surrounded by an entire team of qualified professionals, who all have more
than 15 years of experience in the retirement plan industry.
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