# Wealthplan Investment Management LLC

> Wealthplan Investment Management LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 311364
- Filed as: WEALTHPLAN INVESTMENT MANAGEMENT LLC
- Also doing business as: FELTZ WEALTHPLAN, THE PREFERRED CLIENT GROUP, VIZIONARY WEALTH MANAGEMENT, WEALTHPLAN GROUP, WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311364
- AdvisorCensus page: https://advisorcensus.com/firm/wealthplan-investment-management-llc-omaha-ne-311364

## Quick answers

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

**How much does Wealthplan Investment Management LLC charge?**
Its Form ADV Part 2A brochure dated August 24, 2026 states: Asset-based fee: 0.01% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthplan Investment Management LLC located?**
Wealthplan Investment Management LLC's principal office is in Omaha, NE, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Wealthplan Investment Management LLC registered with the SEC or a state?**
Wealthplan Investment Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311364.

**How much does Wealthplan Investment Management LLC manage?**
Wealthplan Investment Management LLC reports $2,185,239,312 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (98% discretionary).

**How have Wealthplan Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthplan Investment Management LLC: Regulatory assets under management: $535,622,743 in the October 2021 data and $2,185,239,312 in the October 2026 data, up 308%. Total employees: 14 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthplan Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,693); high net worth individuals (375); pension and profit sharing plans (but not the plan participants or government pension plans) (52).

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

**Does Wealthplan Investment Management LLC 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/311364

**What changed in Wealthplan Investment Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in GA, OH, OK.

## 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 August 24, 2026)

- Asset-based fee: 0.01% to 2% a year (a range, as the brochure states it)

> For retirement plan sponsor clients, WPIM charges an annual fee calculated as a percentage of plan assets. Fees generally range from 0.01% to 2.00%, depending on plan size, complexity, services provided, and representative involvement.

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.

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: $2,185,239,312
- Discretionary: $2,141,973,345
- Non-discretionary: $43,265,967

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,693 | $715,578,794 |
| High net worth individuals | 375 | $1,169,462,627 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 52 | $206,667,704 |
| Charitable organizations | 9 | $61,179,700 |
| State or municipal government entities (including government pension plans) | 1 | $4,329,486 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $28,021,001 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 34 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Kearney, NE
- Overland Parkq, KS
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- vizionarywealth.com
- wealthplan.group
- Facebook facebook.com
- LinkedIn @wealthplan-group
- X @WealthplanG
- YouTube @UCq8Tx8ePIRdlNJqfbEgYT9Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $535,622,743 | 14 | July 6, 2021 |
| October 2022 | $628,244,234 | 10 | August 26, 2022 |
| October 2023 | $869,707,596 | 26 | September 7, 2023 |
| October 2024 | $988,870,507 | 29 | September 3, 2024 |
| October 2025 | $1,574,375,590 | 40 | June 21, 2025 |
| October 2026 | $2,185,239,312 | 34 | August 24, 2026 |

Regulatory assets under management: $535,622,743 in the October 2021 data and $2,185,239,312 in the October 2026 data, up 308%.
Total employees: 14 in October 2021 and 34 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in GA, OH, OK.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- No longer lists the business name Wealthplan Group Coble McCune Team.
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2)).
- Regulatory assets under management went from $1,574,375,590 to $2,185,239,312 (+39%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthplan Investment Management LLC (CRD 311364): Form ADV filing data as of October 2026.