Wealthplan Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Wealthplan Partners reports 1,711 clients. They include 1,429 individual clients, 248 high-net-worth individuals, and 15 corporations and other businesses. Of its assets, 96.4% ($1.08B across 3,446 accounts) are managed with discretion; $39.8M across 235 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 39% |
| High-net-worth individuals | 14% | 58% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,429 | $432M | 38.6% | $302K |
| High-net-worth individuals | 248 | $648M | 57.8% | $2.61M |
| Pension and profit-sharing plans | 7 | $9.08M | 0.8% | $1.3M |
| Charitable organizations | 12 | $11.3M | 1.0% | $940K |
| Corporations and other businesses | 15 | $20M | 1.8% | $1.34M |
| Total | 1,711 | $1.12B | 100% | $655K |
- Clients
- 1,429
- Regulatory AUM
- $432M
- AUM share
- 38.6%
- Avg. per client
- $302K
- Clients
- 248
- Regulatory AUM
- $648M
- AUM share
- 57.8%
- Avg. per client
- $2.61M
- Clients
- 7
- Regulatory AUM
- $9.08M
- AUM share
- 0.8%
- Avg. per client
- $1.3M
- Clients
- 12
- Regulatory AUM
- $11.3M
- AUM share
- 1.0%
- Avg. per client
- $940K
- Clients
- 15
- Regulatory AUM
- $20M
- AUM share
- 1.8%
- Avg. per client
- $1.34M
Total
- Clients
- 1,711
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- $655K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wealthplan Partners charges up to 2.00% a year for its Investment Management Fee for Individual Investors. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting fees are negotiable: flat fees generally up to $5,000 or hourly fees of $100 to $300.
Wealthplan Group, LLC owns 75% or more of Wealthplan Partners. Michael Brewer is CEO; the leadership team includes Chief Compliance Officer Mark Lasswell. It has 56 employees, 26 of them in advisory roles.
Leadership
- Michael BrewerChief Executive Officer
- Mark LasswellChief Compliance Officer
- Sarah KennellyChief
- David PetersonDirector of Supervision
Investment adviser representatives
26 representatives listed in the SEC register as of 9 October 2026.
- Dana John Baldridge
- Louis Paul Thomas Brunning
- Adam Bruce Carter
- Steven H Druckman
- Damon Paul Feltz
- Daniel Paul Feltz
- Ryan M Feltz
- Marc Andre Geels
- B. David Goldstein
- Kyle Hanson
- Donald Robert Heilbuth
- Richard Jacob Holle JR
- Andrew Tobias Horsley
- Kenneth James Kalk
- Michael Walter Klauke
- Andrew Pierce Large
- Blake Robert Lynch
- Joseph Bradford McClellan
- Simeon Charles Moes
- Michael Lee Moravec
- David D Peterson
- Jason Michael Pott
- Charles Edward Prather IV
- Garth Jonathan Terlizzi SR
- Elizabeth Anne Wieseler
- Aaron Timothy Winters
Staff
- 56 employees
- 26 in advisory functions
- 26 state-registered reps
- 21 broker-dealer reps
- 23 insurance agents
- Owns 75% or more of Wealthplan Partners, LLC
Wealthplan Group, LLC
Control person · since December 2021
- Owns 10% to 25% of Wealthplan Partners, LLC
Michael Brewer
Control person · since October 2024
Wealthplan Partners’ regulatory assets fell from $1.89B (March 2021) to $1.12B (July 2026); clients fell from 3,608 to 1,711 and employees from 87 to 56.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.12B | 1,711 | 56 | 11 |
| April 2025 | $1.27B | 2,424 | 58 | 13 |
| June 2024 | $1.81B | 3,333 | 75 | 15 |
| April 2023 | $1.62B | 3,670 | 78 | 18 |
| May 2022 | $1.79B | 3,442 | 79 | 18 |
| March 2021 | $1.89B | 3,608 | 87 | 20 |
Besides its headquarters, Wealthplan Partners has 10 offices (2 private residences, listed without an address), with 9 listed addresses across 5 states.
Nebraska · 3 listed addresses
- 101 South 108th Avenue, OmahaHQ
- 527 N 4th Street, David City
- 101 S 108th Avenue, Omaha
Florida · 2 listed addresses
- The Asher 1050 Water St., Tampa
- 415 Commercial Court, Venice
New Jersey · 2 listed addresses
- 140-A Lefante Way, Bayonne
- 89 Headquarters Plaza, Morristown
Colorado · 1 listed address
- 8778 Wolff, Westminster
Nevada · 1 listed address
- 3686 East Sunset Road, Las Vegas
Other business names
Wealthplan Partners has reported 3 other business names to the SEC.
- Moravec Financial Advisors, Inc.
- Waypoint Advisors
- Wealthplan Partners
Contact and registration details
- Legal name
- Wealthplan Partners, LLC
- Headquarters
- 101 South 108th Avenue, Omaha, NE 68154
- Website
- Not reported
- Phone
- 402-691-0200
- SEC file
- 801-117955
- Structure
- Nebraska LLC
- Fiscal year end
- December
Wealthplan Partners uses Charles Schwab ($1.11B) as custodian for its separately managed accounts. Wealthplan Partners has custody of $241M in client assets for 697 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.11B100%
At year end, Wealthplan Partners’ separately managed accounts were mostly in funds (57%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $523M across 227 positions; the largest are Apple Inc. (7.6%), Berkshire Hathaway Inc. Del (6.0%) and iShares TR (5.9%).
What the accounts hold
- Stocks33%
- Funds57%
- Registered funds56%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash6%
- Other1%
- Annuities1%
Reported 13F holdings
- $523M
- Reported 13F value
- 227
- Positions
- 35.2%
- In the 10 largest
- +1.1%
- Value vs. prior quarter
- Apple Inc.7.6%
- Berkshire Hathaway Inc. Del · CL B New6.0%
- iShares TR · Core S&P500 ETF5.9%
- iShares TR · Core Div Grwth2.9%
- Invesco Qqq TR · Unit Ser 12.8%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF2.4%
- Nvidia Corporation2.0%
- EA Series Trust · Buff US Buff ETF1.9%
- Amazon Com Inc.1.8%
- SPDR Series Trust · ST Str P500etf1.8%
Together, the ten largest are 35.2% of reported value.
How many clients does Wealthplan Partners have?
Wealthplan Partners has 1,711 clients and manages $1.12 billion for them, as of July 2026. They include 1,429 individual clients, 248 high-net-worth individuals, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Wealthplan Partners offer?
Wealthplan Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealthplan Partners charge?
Wealthplan Partners charges up to 2.00% a year for its Investment Management Fee for Individual Investors. The fee is negotiable.
Source: ADV 2A, filed 21 July 2026
Which custodians does Wealthplan Partners use?
Wealthplan Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.11B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Wealthplan Partners have?
Wealthplan Partners has 26 investment adviser representatives registered with state securities authorities, out of 56 employees, and 26 perform investment advisory functions. 21 employees are registered representatives of a broker-dealer and 23 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthplan Partners invest in?
At the end of its last fiscal year, Wealthplan Partners’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthplan Partners?
Wealthplan Partners’ direct owners are Wealthplan Group, LLC (75% or more) and Michael Brewer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Wealthplan Partners get paid?
Wealthplan Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealthplan Partners registered with the SEC?
Yes, Wealthplan Partners has been registered with the SEC as an investment adviser since 25 November 2019. Its CRD number is 305026 and its SEC file number is 801-117955.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Wealthplan Partners?
Wealthplan Partners’ main office is at 101 South 108th Avenue, Omaha, NE 68154. Its phone number is 402-691-0200.