WEALTHPLAN PARTNERS

Legal name: WEALTHPLAN PARTNERS, LLC

CRD 305026File 801-117955

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.12B

Above cohort median (national)

Discretionary AUM

$1.08B

Non-discretionary $39.8M

Clients

1,711

3,681 accounts

Employees

Above cohort median in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Nov 25, 2019
Principal office: 101 SOUTH 108TH AVENUE, OMAHA, NE, 68154
Phone: 402-691-0200
Website: HTTP://WWW.CMWEALTHKC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.12B
Discretionary AUM: $1.08B
Non-discretionary AUM: $39.8M
Discretionary accounts: 3,446
Non-discretionary accounts: 235
Total accounts: 3,681
AUM per client: $655K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$20.0M
Charitable organizations	12	$11.3M
High net worth individuals	248	$647.6M
Pension and profit sharing plans	7	$9.1M
Individuals (other than high net worth individuals)	1,429	$432.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

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.