Summary
Wealth Planning Solutions
Founded in 2009
Description
We Are SeriousAbout Your Financial Future What about you? Wealth Planning We listen carefully to our clients. We view the wealth planning process as the development of a deeply personal relationship that paves the way to an informed, effective and fulf...
Strengths
- Wealth Planning Solutions has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Wealth Planning Solutions was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Wealth Planning Solutions's annual revenue
$5669000
Based on Kona Equity data
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Revenue per employee
$200000
-
Annual revenue growth since founding
$436076
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Revenue growth rate from first known quarter to current
18.1%
Employee Count
26 employees
-
Employee growth rate from first known quarter to current
8.3%
Executives
Daniel Johnson
President & Certified Estate Planner & Certified Divorce Financial Analyst
d**@dmjestateplanning.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Wealth Planning Solutions
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Austin Small Financial Planner in Austin Mid-size Financial Planner in Austin Financial services in Austin Small Financial services in Austin Mid-size Financial services in Austin
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By State TX Small companies in TX Financial services in TX Small Financial services in TX Mid-size Financial services in TX Small Financial Planner in TX Mid-size Financial Planner in TX
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data G Score of 4 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Wealth Planning Solutions's headquarters are located at 4408 Spicewood Springs Rd. Austin, TX 78759.
Wealth Planning Solutions's official website is dmjestateplanning.com
Wealth Planning Solutions's annual revenue is $5.7 M.
Wealth Planning Solutions's SIC: 62
Wealth Planning Solutions's NAICS: 523; 52.
Wealth Planning Solutions has 26 employees
Wealth Planning Solutions is in the industry of Financial services.
