# Copperline Wealth Management & Planning

> Copperline Wealth Management & Planning is an SEC-registered investment advisory firm in Cody, WY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 335796
- Filed as: COPPERLINE WEALTH MANAGEMENT & PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cody, WY
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335796
- AdvisorCensus page: https://advisorcensus.com/firm/copperline-wealth-management-and-planning-cody-wy-335796

## Quick answers

**How is Copperline Wealth Management & Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Copperline Wealth Management & Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Copperline Wealth Management & Planning charge?**
Its Form ADV Part 2A brochure dated March 29, 2026 states: Hourly rate: $50 to $300 an hour (Financial Planning or Consulting Services); Flat fee: $250 to $30,000 (Financial Planning or Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Copperline Wealth Management & Planning located?**
Copperline Wealth Management & Planning's principal office is in Cody, WY, according to its Form ADV.

**Is Copperline Wealth Management & Planning registered with the SEC or a state?**
Copperline Wealth Management & Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335796.

**How much does Copperline Wealth Management & Planning manage?**
Copperline Wealth Management & Planning reports $126,553,954 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**How have Copperline Wealth Management & Planning's assets and staff changed since 2025?**
In the Form ADV data for Copperline Wealth Management & Planning: Regulatory assets under management: $0 in the October 2025 data and $126,553,954 in the October 2026 data. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Copperline Wealth Management & Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (308); high net worth individuals (122); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Copperline Wealth Management & Planning use?**
Copperline Wealth Management & Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Copperline Wealth Management & Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335796

**What changed in Copperline Wealth Management & Planning's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $117,964,365. Registered or notice-filed in CA, CO, FL, KS, MN, NC, NV, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Hourly rate: $50 to $300 an hour (Financial Planning or Consulting Services)

> Hourly Fees: Our hourly fees typically range from $50.00 to $300.00 depending on the nature of the service, these are specified within the Consulting Agreement.

- Flat fee: $250 to $30,000 (Financial Planning or Consulting Services)

> Flat Fees: Flat fees vary based on complexity and could range from a minimum of $250 to a maximum of $30,000. The fee will be specified within the Consulting Agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,553,954
- Discretionary: $126,553,954
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 308 | $27,870,866 |
| High net worth individuals | 122 | $96,084,874 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $755,334 |
| Charitable organizations | 5 | $903,959 |
| Corporations or other businesses not listed above | Fewer than 5 | $938,921 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, KS, MN, NC, NV, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- copperlinewealth.com
- Facebook @CopperlineWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | June 13, 2025 |
| October 2026 | $126,553,954 | 3 | March 29, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $126,553,954 in the October 2026 data.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $117,964,365.
- Registered or notice-filed in CA, CO, FL, KS, MN, NC, NV, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copperline Wealth Management & Planning (CRD 335796): Form ADV filing data as of October 2026.