Wealthplan Partners

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

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

As stated in the firm's Form ADV Part 2A brochure dated July 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,120,185,963 as of October 2026, filing dated July 21, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• 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
• Selection of other advisers (including private fund managers)

Legal name

Wealthplan Partners, LLC

Also doing business as

MORAVEC FINANCIAL ADVISORS, INC., WAYPOINT ADVISORS, WEALTHPLAN PARTNERS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (6 years)

Employees

Total: 56. Performing investment advisory functions: 26.

Wrap fee program participation

No.

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.

Other offices (Schedule D, Section 1.F)

8 other offices, as of the August 2026 filing

Bayonne, NJDavid City, NELas Vegas, NVMorristown, NJOmaha, NETampa, FLVenice, FLWestminster, CO

States registered or notice-filed

39 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,887,863,468 in the October 2021 data and $1,120,185,963 in the October 2026 data, down 41%.

Total employees: 87 in October 2021 and 56 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Updated its list of owners and control persons (Schedule A).
2. March 2026
   • No longer lists the business name The Preferred Client Group.
   • No longer lists the business name Independent Investment Services.
   • No longer lists the business name Coble McCune Wealth Management.
   • Employees performing advisory functions went from 24 to 26.
   • Regulatory assets under management went from $1,271,554,814 to $1,120,185,963 (-12%).
   • No longer lists an office in Camanche, IA.
   • No longer lists an office in Overland Park, KS.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.