{
  "crd_number": 305026,
  "slug": "wealthplan-partners-omaha-ne-305026",
  "primary_business_name": "WEALTHPLAN PARTNERS",
  "legal_name": "WEALTHPLAN PARTNERS, LLC",
  "dbas": [
    "MORAVEC FINANCIAL ADVISORS, INC.",
    "WAYPOINT ADVISORS",
    "WEALTHPLAN PARTNERS"
  ],
  "city": "Omaha",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-25",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 1120185963.0,
  "raum_discretionary": 1080354640.0,
  "raum_non_discretionary": 39831323.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 56,
  "advisory_employees": 26,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 11281520.0,
      "count": 12
    },
    "individuals": {
      "raum": 432139361.0,
      "count": 1429
    },
    "pension_profit_sharing": {
      "raum": 9080609.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 647643809.0,
      "count": 248
    },
    "corporations_other_businesses": {
      "raum": 20040664.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "IA",
    "IL",
    "IN",
    "KS",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://cmwealthkc.com",
    "https://feltzwp.com",
    "https://fitwealthadvisors.com",
    "https://linkedin.com/IN/CHARLES-E-PRATHER-IV-CFA-CFP%C2%AE-71A47812",
    "https://linkedin.com/IN/DAN-FELTZ-CFP%C2%AE-CFS%C2%AE-7A459614",
    "https://linkedin.com/IN/J-BRAD-MCCLELLAN-383A2520",
    "https://linkedin.com/IN/MICHAEL-MORAVEC-A5748862",
    "https://linkedin.com/IN/RICH-HOLLE-703824146",
    "https://linkedin.com/IN/RYAN-FELTZ-64944017",
    "https://moravecfinancial.com",
    "https://waypointadvisor.com",
    "https://wealthplan.partners",
    "https://wp.partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305026",
  "city_as_filed": "OMAHA",
  "url": "https://advisorcensus.com/firm/wealthplan-partners-omaha-ne-305026",
  "display_name": "Wealthplan Partners",
  "summary": "Wealthplan Partners is an SEC-registered investment advisory firm in Omaha, NE, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Wealthplan Partners (CRD 305026): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthplan Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthplan Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Wealthplan Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 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."
    },
    {
      "q": "Where is Wealthplan Partners located?",
      "a": "Wealthplan Partners' principal office is in Omaha, NE, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wealthplan Partners registered with the SEC or a state?",
      "a": "Wealthplan Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305026."
    },
    {
      "q": "How much does Wealthplan Partners manage?",
      "a": "Wealthplan Partners reports $1,120,185,963 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (96% discretionary)."
    },
    {
      "q": "How have Wealthplan Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealthplan Partners: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealthplan Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,429); high net worth individuals (248); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Wealthplan Partners use?",
      "a": "Wealthplan Partners' 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."
    },
    {
      "q": "Does Wealthplan Partners report any disciplinary disclosures?",
      "a": "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/305026"
    },
    {
      "q": "What changed in Wealthplan Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1887863468.0,
      "total_employees": 87,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1794164088.0,
      "total_employees": 79,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1619950649.0,
      "total_employees": 78,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1812736244.0,
      "total_employees": 75,
      "filing_date": "2024-06-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1271554814.0,
      "total_employees": 58,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1120185963.0,
      "total_employees": 56,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 21, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.01% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.01% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fee is negotiable and varies (between 0.01% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered."
        ]
      }
    ],
    "quotes": [
      "The annual fee is negotiable and varies (between 0.01% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealthplan-partners-omaha-ne-305026.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1429,
      "fewer_than_5": false,
      "raum": 432139361.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 248,
      "fewer_than_5": false,
      "raum": 647643809.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 9080609.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 11281520.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 20040664.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305026",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}