WEALTH PLANNING GROUP

Legal name: WPG ADVISERS, LLC

CRD 291708File 801-114047

APPROVED

Retail clients

Custody

Filing as of Mar 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$360.9M

Below cohort median (national)

Discretionary AUM

$285.0M

Non-discretionary $75.9M

Clients

399

1,277 accounts

Employees

Below cohort median in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 27, 2018
Principal office: 3600 O'DONNELL STREET, SUITE 860, BALTIMORE, MD, 21224
Phone: 410-522-2030
Website: https://www.linkedin.com/in/steve-gessner-cfp-65878a5/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $360.9M
Discretionary AUM: $285.0M
Non-discretionary AUM: $75.9M
Discretionary accounts: 1,236
Non-discretionary accounts: 41
Total accounts: 1,277
AUM per client: $904K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.5M
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	80	$197.8M
Pension and profit sharing plans	19	$76.8M
Individuals (other than high net worth individuals)	300	$81.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.