Wealth Planning Group, INC.
Financial planning in Valencia, CA
State registeredNo commissions reported
Public-record details
- Address
- 25152 Springfield Court, Suite 345, Valencia, CA 91355
- Phone
- (661) 259-5559
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
- CRD number
- 143222
- Registration
- State registered: CA
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $47.7 million
- Accounts managed
- 161
- Clients reported (Form ADV 5.D)
- 161
- Individual / high-net-worth clients
- 155 / 1
- Employees
- 2
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-20
Read the official record
- SEC IAPD summary for CRD 143222 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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