# Wealth Planning Group

> Wealth Planning Group is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 291708
- Filed as: WEALTH PLANNING GROUP
- Legal name: WPG Advisers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291708
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-planning-group-baltimore-md-291708

## Quick answers

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

**Where is Wealth Planning Group located?**
Wealth Planning Group's principal office is in Baltimore, MD, according to its Form ADV.

**Is Wealth Planning Group registered with the SEC or a state?**
Wealth Planning Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291708.

**How much does Wealth Planning Group manage?**
Wealth Planning Group reports $360,876,104 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (79% discretionary).

**How have Wealth Planning Group's assets and staff changed since 2021?**
In the Form ADV data for Wealth Planning Group: Regulatory assets under management: $195,938,234 in the October 2021 data and $360,876,104 in the October 2026 data, up 84%. Total employees: 9 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (80); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

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

**Does Wealth Planning Group 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/291708

**What changed in Wealth Planning Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 4.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

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: $360,876,104
- Discretionary: $284,954,448
- Non-discretionary: $75,921,656

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $81,436,176 |
| High net worth individuals | 80 | $197,806,159 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $76,820,773 |
| Charitable organizations | Fewer than 5 | $2,322,560 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,490,436 |

### 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, MD, NC, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthplanninggroup.com
- wpgfinancial.com
- Facebook @WPGFinancial
- LinkedIn @wpg-financial-group
- LinkedIn @nicholasrumke
- LinkedIn @patrick-bollinger-6b313583
- LinkedIn @steve-gessner-cfp-65878a5
- LinkedIn @todd-paradise-cfp®-0071b94

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $195,938,234 | 9 | September 8, 2021 |
| October 2022 | $269,523,982 | 8 | April 5, 2022 |
| October 2023 | $255,029,099 | 8 | April 3, 2023 |
| October 2024 | $301,238,656 | 6 | March 27, 2024 |
| October 2025 | $356,338,772 | 8 | March 29, 2025 |
| October 2026 | $360,876,104 | 6 | March 28, 2026 |

Regulatory assets under management: $195,938,234 in the October 2021 data and $360,876,104 in the October 2026 data, up 84%.
Total employees: 9 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Planning Group (CRD 291708): Form ADV filing data as of October 2026.