Summary
WealthPlan Advisors, Inc.
Founded in 2009
Description
Learn more about how WealthPlan Advisors can assist with wealth management and institutional retirement planning using completely independent and unbiased consulting services.
Strengths
- WealthPlan Advisors, Inc. 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
- Revenue growth is more steady than the industry average
- Since WealthPlan Advisors, Inc. was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
WealthPlan Advisors, Inc.'s annual revenue
$5316000
Based on Kona Equity data
-
Revenue per employee
$379714
-
Variance of revenue growth
0.16
-
Annual revenue growth since founding
$450846
-
Revenue growth rate from first known quarter to current
1.1%
Employee Count
14 employees
-
Employee growth rate from first known quarter to current
-6.9%
Executives
Scott Schlappi
Principal
s**@wealthplanadvisor.comNathan Anderson
Retirement Plan and Investment Consultant
n**@wealthplanadvisor.comCamryn Holt
Retirement Plan and Investment Consultant
c**@wealthplanadvisor.comHeath Fagen
Director, Operations
h**@wealthplanadvisor.comMary Schmidt
Vice President, Business Development
m**@wealthplanadvisor.comChelsea Newton
Client Relationship Consultant
c**@wealthplanadvisor.comSonya Spagnola
Paraplanner
s**@wealthplanadvisor.comRick Horton
CEO
r**@wealthplanadvisor.comTara Bodrero
Client Service Representative
t**@wealthplanadvisor.comCatharine Fitch
Portfolio Manager
c**@wealthplanadvisor.comPhone Advisors
Chief Executive Officer
p**@wealthplanadvisor.comShelley Totah
Admin Assistant
s**@wealthplanadvisor.comTodd Schlappi
Financial Advisor
t**@wealthplanadvisor.comLorraine Downing
Retirement Plan and Investment Consultant
l**@wealthplanadvisor.comG Score - 5
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: WealthPlan Advisors, Inc.
- Category: Financial services
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2009 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
WealthPlan Advisors, Inc.'s headquarters are located at 7272 E INDIAN SCHOOL Rd. Ste. 103 Scottsdale, AZ 85251.
WealthPlan Advisors, Inc.'s official website is wealthplanadvisor.com
WealthPlan Advisors, Inc.'s annual revenue is $5.3 M.
WealthPlan Advisors, Inc.'s SIC: 6211; 621
WealthPlan Advisors, Inc.'s NAICS: 523; 52.
WealthPlan Advisors, Inc. has 14 employees
WealthPlan Advisors, Inc. is in the industry of Financial services.
