{ "path": "/advisors/va/flat-fee", "url": "https://advisorcensus.com/advisors/va/flat-fee/page/8", "page_type": "state_fee", "title": "Flat-fee financial advisors in Virginia", "filters": {}, "scope_total": 412, "faq": [ { "q": "How many financial advisory firms are there in Virginia?", "a": "AdvisorCensus lists 792 investment advisory firms with a principal office in Virginia, from Form ADV filings as of October 2026: 309 SEC-registered, 403 state-registered, and 80 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Virginia?", "a": "332 of the 792 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Virginia offer financial planning?", "a": "484 of the 712 firms in Virginia that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Virginia fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Virginia who charge a fixed fee. AdvisorCensus lists 412 investment advisory firms with a principal office in Virginia that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Virginia: 412 firms from Form ADV filings as of October 2026.", "total_firms": 412, "page": 8, "total_pages": 9, "sort": "name", "registration_types": { "sec": 174, "state": 238, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 201 }, { "code": "percentage_of_aum", "count": 347 }, { "code": "hourly", "count": 275 }, { "code": "subscription", "count": 10 }, { "code": "fixed", "count": 412 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 25 }, { "code": "other", "count": 40 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 162 }, { "code": "5_to_9", "count": 93 }, { "code": "10_to_19", "count": 90 }, { "code": "20_plus", "count": 67 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 106 }, { "code": "25m_100m", "count": 85 }, { "code": "100m_500m", "count": 107 }, { "code": "500m_1b", "count": 31 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 48 } ], "firms": [ { "crd_number": 314680, "name": "Stock Plan Advisory Group LLC", "name_as_filed": "STOCK PLAN ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/stock-plan-advisory-group-llc-alexandria-va-314680", "city": "Alexandria", "state": "VA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 148173, "name": "Strategent Financial, LLC", "name_as_filed": "STRATEGENT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/strategent-financial-llc-harrisonburg-va-148173", "city": "Harrisonburg", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 104862, "name": "Strategic Investment Management, LLC", "name_as_filed": "STRATEGIC INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862", "city": "Arlington", "state": "VA", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 331560, "name": "Sturman Wealth Advisors", "name_as_filed": "STURMAN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sturman-wealth-advisors-charlottesville-va-331560", "city": "Charlottesville", "state": "VA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300260, "name": "Swift Creek Wealth Management", "name_as_filed": "SWIFT CREEK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/swift-creek-wealth-management-300260", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287965, "name": "T.M. Wealth Management", "name_as_filed": "T.M. WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/t-m-wealth-management-reston-va-287965", "city": "Reston", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116744, "name": "Taylor Financial Group, Inc.", "name_as_filed": "TAYLOR FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/taylor-financial-group-inc-roanoke-va-116744", "city": "Roanoke", "state": "VA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309329, "name": "Taylor Hoffman Capital Management", "name_as_filed": "TAYLOR HOFFMAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/taylor-hoffman-capital-management-richmond-va-309329", "city": "Richmond", "state": "VA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335125, "name": "Taylor Turner Wealth Management LLC", "name_as_filed": "TAYLOR TURNER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/taylor-turner-wealth-management-llc-335125", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305972, "name": "Templer Wealth Management, LLC", "name_as_filed": "TEMPLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/templer-wealth-management-llc-vienna-va-305972", "city": "Vienna", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335259, "name": "Tenzing Financial LLC", "name_as_filed": "TENZING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/tenzing-financial-llc-williamsburg-va-335259", "city": "Williamsburg", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314424, "name": "The Ascent Group, LLC", "name_as_filed": "THE ASCENT GROUP, LLC", "url": "https://advisorcensus.com/firm/the-ascent-group-llc-virginia-beach-va-314424", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106945, "name": "The Burney Company", "name_as_filed": "THE BURNEY COMPANY", "url": "https://advisorcensus.com/firm/the-burney-company-reston-va-106945", "city": "Reston", "state": "VA", "years_registered": 52, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105444, "name": "The Edgar Lomax Company", "name_as_filed": "THE EDGAR LOMAX COMPANY", "url": "https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444", "city": "Alexandria", "state": "VA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 299747, "name": "The Financial T", "name_as_filed": "THE FINANCIAL T", "url": "https://advisorcensus.com/firm/the-financial-t-garrisonville-va-299747", "city": "Garrisonville", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283857, "name": "The Fintel Group LLC", "name_as_filed": "THE FINTEL GROUP LLC", "url": "https://advisorcensus.com/firm/the-fintel-group-llc-283857", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139464, "name": "The Hoerner Planning Group, LLC", "name_as_filed": "THE HOERNER PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/the-hoerner-planning-group-llc-middleburg-va-139464", "city": "Middleburg", "state": "VA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315692, "name": "The Lewis Financial Group", "name_as_filed": "THE LEWIS FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692", "city": "Ashburn", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175502, "name": "The Main Street Group", "name_as_filed": "THE MAIN STREET GROUP", "url": "https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502", "city": "Glen Allen", "state": "VA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312623, "name": "The Retirement Smith LLC", "name_as_filed": "THE RETIREMENT SMITH LLC", "url": "https://advisorcensus.com/firm/the-retirement-smith-llc-fredericksburg-va-312623", "city": "Fredericksburg", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 116860, "name": "Third Millennium Advisors, Inc.", "name_as_filed": "THIRD MILLENNIUM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/third-millennium-advisors-inc-barboursville-va-116860", "city": "Barboursville", "state": "VA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 41353, "name": "Thompson Davis Asset Management", "name_as_filed": "THOMPSON DAVIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/thompson-davis-asset-management-richmond-va-41353", "city": "Richmond", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319243, "name": "Thompson Financial Advisors", "name_as_filed": "THOMPSON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/thompson-financial-advisors-chester-va-319243", "city": "Chester", "state": "VA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 324598, "name": "Titanrex", "name_as_filed": "TITANREX", "url": "https://advisorcensus.com/firm/titanrex-arlington-va-324598", "city": "Arlington", "state": "VA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333194, "name": "Tobi, Inc.", "name_as_filed": "TOBI, INC.", "url": "https://advisorcensus.com/firm/tobi-inc-333194", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285622, "name": "Tone Capital, LLC", "name_as_filed": "TONE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tone-capital-llc-richmond-va-285622", "city": "Richmond", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120640, "name": "Toner Asset Management Group, Inc.", "name_as_filed": "TONER ASSET MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/toner-asset-management-group-inc-virginia-beach-va-120640", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328042, "name": "Trio Wealth Management, LLC", "name_as_filed": "TRIO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trio-wealth-management-llc-great-falls-va-328042", "city": "Great Falls", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112235, "name": "Tull Financial Group, Inc.", "name_as_filed": "TULL FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/tull-financial-group-inc-chesapeake-va-112235", "city": "Chesapeake", "state": "VA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319222, "name": "Ulmer Financial", "name_as_filed": "ULMER FINANCIAL", "url": "https://advisorcensus.com/firm/ulmer-financial-319222", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321825, "name": "Upward Financial Planning", "name_as_filed": "UPWARD FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/upward-financial-planning-vinton-va-321825", "city": "Vinton", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132236, "name": "USA Retirement Income Solutions, LLC", "name_as_filed": "USA RETIREMENT INCOME SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/usa-retirement-income-solutions-llc-centreville-va-132236", "city": "Centreville", "state": "VA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105240, "name": "Vantage Consulting Group Inc", "name_as_filed": "VANTAGE CONSULTING GROUP INC", "url": "https://advisorcensus.com/firm/vantage-consulting-group-inc-virginia-beach-va-105240", "city": "Virginia Beach", "state": "VA", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288011, "name": "Variant Private Wealth LLC", "name_as_filed": "VARIANT PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/variant-private-wealth-llc-tysons-va-288011", "city": "Tysons", "state": "VA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143361, "name": "Variplan, LLC", "name_as_filed": "VARIPLAN, LLC", "url": "https://advisorcensus.com/firm/variplan-llc-ashburn-va-143361", "city": "Ashburn", "state": "VA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117666, "name": "Vernon Management Group, Incorporated", "name_as_filed": "VERNON MANAGEMENT GROUP, INCORPORATED", "url": "https://advisorcensus.com/firm/vernon-management-group-incorporated-richm0nd-va-117666", "city": "Richm0nd", "state": "VA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 106744, "name": "Verus Financial Partners", "name_as_filed": "VERUS FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/verus-financial-partners-richmond-va-106744", "city": "Richmond", "state": "VA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281862, "name": "Vested Partners: a Multi-Family Office", "name_as_filed": "VESTED PARTNERS: A MULTI-FAMILY OFFICE", "url": "https://advisorcensus.com/firm/vested-partners-a-multi-family-office-salem-va-281862", "city": "Salem", "state": "VA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 111946, "name": "VIP Planners, Inc.", "name_as_filed": "VIP PLANNERS, INC.", "url": "https://advisorcensus.com/firm/vip-planners-inc-roanoke-va-111946", "city": "Roanoke", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151510, "name": "Virginia Estate and Retirement Planning Advisors, Inc.", "name_as_filed": "VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/virginia-estate-and-retirement-planning-advisors-inc-glen-allen-va-151510", "city": "Glen Allen", "state": "VA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117121, "name": "Virginia Investment Advisory, Inc.", "name_as_filed": "VIRGINIA INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/virginia-investment-advisory-inc-henrico-va-117121", "city": "Henrico", "state": "VA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311248, "name": "Virginia Wealth Management Group, Inc.", "name_as_filed": "VIRGINIA WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/virginia-wealth-management-group-inc-virginia-beach-va-311248", "city": "Virginia Beach", "state": "VA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165456, "name": "Vision Wealth Planning, LLC", "name_as_filed": "VISION WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/vision-wealth-planning-llc-glen-allen-va-165456", "city": "Glen Allen", "state": "VA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315580, "name": "Vitality Planning, LLC", "name_as_filed": "VITALITY PLANNING, LLC", "url": "https://advisorcensus.com/firm/vitality-planning-llc-315580", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344366, "name": "Vocare Wealth Advisors", "name_as_filed": "VOCARE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vocare-wealth-advisors-reston-va-344366", "city": "Reston", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331836, "name": "Wacona Capital, LLC", "name_as_filed": "WACONA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/wacona-capital-llc-charlottesville-va-331836", "city": "Charlottesville", "state": "VA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 147698, "name": "Wanda Kilman Pittman", "name_as_filed": "WANDA KILMAN PITTMAN", "url": "https://advisorcensus.com/firm/wanda-kilman-pittman-roanoke-va-147698", "city": "Roanoke", "state": "VA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 343646, "name": "Watch Hill Financial Inc", "name_as_filed": "WATCH HILL FINANCIAL INC", "url": "https://advisorcensus.com/firm/watch-hill-financial-inc-richmond-va-343646", "city": "Richmond", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116045, "name": "Wealth Planning, Inc.", "name_as_filed": "WEALTH PLANNING, INC.", "url": "https://advisorcensus.com/firm/wealth-planning-inc-116045", "city": null, "state": null, 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