WEALTHPLAN PARTNERS

Legal name: WEALTHPLAN PARTNERS, LLC

CRD 305026File 801-117955

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Oct 1, 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://WEALTHPLAN.PARTNERS

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	Change
Mar 1, 2026	Employees	58	56	decreased by2
Mar 1, 2026	Clients	2,424	1,711	decreased by713
Mar 1, 2026	AUM	$1,271,554,814	$1,120,185,963	decreased by$151,368,851
Mar 1, 2026	Accounts	5,895	3,681	decreased by2,214
May 1, 2025 vs Oct 1, 2022	Employees	79	58	decreased by21
May 1, 2025 vs Oct 1, 2022	Clients	3,442	2,424	decreased by1,018
May 1, 2025 vs Oct 1, 2022	AUM	$1,794,164,088	$1,271,554,814	decreased by$522,609,274
May 1, 2025 vs Oct 1, 2022	Accounts	7,891	5,895	decreased by1,996
Apr 1, 2022	Employees	87	79	decreased by8
Apr 1, 2022	Clients	3,608	3,442	decreased by166
Apr 1, 2022	AUM	$1,887,863,468	$1,794,164,088	decreased by$93,699,380
Apr 1, 2022	Accounts	9,351	7,891	decreased by1,460
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEALTHPLAN PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHPLAN PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

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.