OMAHA, Neb.--(BUSINESS WIRE)--WealthPLAN Partners, the fastest growing independent advisory firm in 2015 according to Financial Advisor magazine, announced a new broker-dealer relationship with Securities America and new custodian relationships with Charles Schwab, TD Ameritrade and Fidelity. The new agreements are effective as of November 3, 2016. WealthPLAN Partners provides financial advisors a hybrid RIA model with a comprehensive suite of services to support their independent offices. WealthPLAN Partners today represents 28 advisors with assets under management of more than $2.2 billion. Prior to partnering with Securities America, WealthPLAN Partners had worked with LPL Financial for 27 years.
“Our decision to establish new broker-dealer and custodian relationships is with the future success of our advisors in mind,” said Brent O’Mara, co-founder of WealthPLAN Partners. “Given the changing industry landscape, we felt this new structure allows our firm to remain a true hybrid RIA, which we believe is the best platform for independent financial advisors. This new solution provides advisors the support and services they need, while allowing them to maintain their independence and autonomy.”
WealthPLAN Partners will begin work immediately with its partner advisors to transition to the new broker-dealer platform. WealthPLAN Partners provides an array of services for independent advisors looking to increase practice performance by leveraging innovative technologies and industry advancements. Through WealthPLAN Partners’ Advisor Management Portal (AMP), powered by a group of leading advisory technology firms Orion, Salesforce, AdvisoryWorld and eMoney, advisors can access their choice of automated processes for branded performance reports and proposal generation, investment models, operational workflows, marketing, social media and more. WealthPLAN Partners also offers fee-based retirement plan options designed to help advisors adhere to the Department of Labor’s increasing fiduciary responsibilities for both advisors and plan sponsors.
“We are extremely pleased to begin working with Securities America and our new custodians and look forward to leveraging these relationships to better serve our partner advisors,” said Todd Feltz, President, CEO and co-founder of WealthPLAN Partners. “We see many tangible benefits from the new relationships, including the switch to a custodian agnostic platform, which will provide savings for current advisors and clients.”
“The future for independent advisors depends on our ability to deliver personalized services and solutions to clients, without crippling our workflow or workload,” said Paul Pittman, President and Managing Director of The Preferred Client Group. “The hybrid RIA model provides just that – a support structure that helps me grow my business in the manner best suited for my team.”
To learn more about WealthPLAN Partner’s solutions for independent advisors, contact Philip Bland, Director of Business Development, at phil@joinwpp.com or (303) 532-7626.
For more information on this news, contact Jim Walker at jwalker@hencove.com or (781) 444-5478.
About WealthPLAN Partners
WealthPLAN Partners, an
independent hybrid RIA firm, provides financial advisors customized
tools and unparalleled service to help gain process efficiencies and
grow their practices. Each partner advisor chooses their own level of
support from WealthPLAN Partners’ platform, saving their staff time to
do what they do best – serve their clients. Founded in 2014 through the
visionary guidance of wealth management pioneer Todd Feltz, WealthPLAN
Partners’ platform is derived from years of best-in-class performance
and innovative, solutions-focused thinking. Named Financial Advisor magazine’s
2015’s fastest growing independent advisor in the nation, WealthPLAN
Partners is based in Omaha, Nebraska. WealthPLAN Partners represents 28
advisors with more than $2.2 Billion in AUM. For more information, visit www.joinwpp.com.
Securities American Member FINRA SIPC. WealthPLAN Partners, Securities America, Charles Schwab, TD Ameritrade and Fidelity are separate entities.