Menu
Menu
Icon of a burger menu
Icon of an arrow pointing right
Who we serve
Icon of an arrow pointing right
Alaris Advantage
Icon of an arrow pointing right
How it works
Icon of an arrow pointing right
Our results
Icon of an arrow pointing right
About us
Icon of an arrow pointing right
Explore Buyers
Icon of an arrow pointing right
M&A Knowledge Centre
Icon of an arrow pointing right
Contact us
get started
get started
Icon of an arrow pointing right
Have an account? log in
Account
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
menu
Icon of an arrow pointing right
log in
Icon of an arrow pointing right
log in

WealthPlan Partners

Omaha, Nebraska
Website:
https://www.wealthplan.group/
305026
Omaha, Nebraska
Website:
https://www.wealthplan.group/
Overview
Leadership Interviews
Acquisition Model
Mandatory Points of Alignment
Advisor Value Proposition
Financial & Operations

Company Details

Approximate AUM
$1,812,736,244
Fee model
Broker Dealer
Insurance
Capital Source
Bank
Number of completed Acquisitions
None
Custodians
Schwab
Description

Founded in 1989, WealthPlan group has grown into a $1.8 Billion firm that wants to help advisors focus on the tasks they enjoy. Throughout their history, they have added services like business retirement planning, business exit consulting services, risk management, and a business consulting division to support their advisors.

Locations

109 E 52nd St Ste 1 Kearney NE 68847
9001 W 110th St Ste 280 Overland Park KS 66210
89 Headquarters Plz Ste 1443 Morristown NJ 7960
8778 Wolff Ct Ste 200 Westminster CO 80031
527 S 4th St David City NE 68632
3608 E Sunset Rd Ste 105 Las Vegas NV 89120
300 Park Ave Fl 12 New York NY 10022
1805 S Washington Blvd Camanche IA 52730
140A Lefante Way Bayonne NJ 7002
101 S 108th Ave Omaha NE 68154
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

WealthPlan Partners's Ideal Partner

"The perfect fit is someone aged 50 to 60 who has successfully built a business and is looking to de-risk their asset. They should be interested in taking equity in the deal, willing to remain involved for another 5 to 10 years, and potentially contribute to the executive team in certain circumstances."

Patrick Brewer

CEO of WealthPlan Group

‍

Company Videos

No items found.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Acquisition Model

Acquisition Structure
Majority and Full Acquisition
Equity offered
Yes
Earn out offered
Yes
Deal Terms

Max Cash: 65%

Max Equity: 30%

‍

Post Acquisition sharing of growth incentives
Compensation will consist of a salary plus a 50/50 split on EBOC for majority transactions. The structure for minority transactions is still to be determined.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Mandatory Points of Alignment

Brand Adoption
WealthPlan would like all partners to adopt their brand, but they understand it might take time to transition. They permit partners to co-brand for up to 36 months.
Centralized Operations

WealthPlan asks all advisors to adopt their central back office operations. This includes compliance, HR, billing, trading, technology, etc.

Calendar

Advisors have total autonomy over their calendar.

‍

Financial decision making

Partner/advisors will still maintain visibility into their local P&L and will work with the WealthPlan team to set budgets.

Client Experience

WealthPlan would like all advisors to adopt their technology stack. Beyond the centralization of systems, WealthPlan believes all advisors have a unique client experience and do not want to get in the way of their proven process.

Practice Management

WealthPlan has practice management resources that are encouraged but not required.

‍

Investment management autonomy

Partners can continue to manage their own strategies. Currently, trading is not centralized; however, WealthPlan wants to centralize this in the future.

Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Advisor Value Proposition

Business Enhancements

WealthPlan offers a comprehensive suite of actively managed solutions designed to empower advisors in delivering measurable alpha to their clients' portfolios. The team comprises a Chief Investment Officer along with dedicated analysts and traders, providing robust support to meet the diverse investment needs of advisors.

‍

Business Enhancements
Planning Support

WealthPlan does not currently offer centralized planning support but looks to provide this service in the future.

‍

Planning Support
Operational Support

WealthPlan provides a comprehensive suite of technology, investment solutions, and operational processes that empower advisors to focus on building client relationships and growing their businesses. The ideal vision for WealthPlan is for each advisor to have one office manager or staff member with operational expertise, who can be trained in their systems to enhance efficiency and support.

‍

‍

Operational Support
Expansion of Services

Beyond portfolio management and financial planning, WealthPlan offers retirement planning, business exit planning, and insurance.

‍

Expansion of Services
Organic Growth

WealthPlan is in the Schwab Advisor Network and has a dedicated person to help manage this relationship. They are also actively hiring a Director of Marketing to help support advisors in social media, email campaigns, events, and more.

‍

Organic Growth
Practice Management

WealthPlan Group partners with Model FA to assist in business coaching. Through this relationship, advisors can participate in mini-study groups and annual partner events.

‍

Practice Management
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

AUM Growth

Over the past five years, buyer have experienced remarkable growth in their Assets Under Management (AUM). This expansion is the result of strategic initiatives and market positioning.
Styled Chart.js Example
Data Currently Unavailable

Recent News

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
See less
See more

Awards and Industry Recognition

24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Company Share Price history
For this information you must be engaged with Alaris formally in their process. Please schedule a meeting for further information.
schedule a meeting
schedule a meeting
Employee Benefits
For this information you must be engaged with Alaris formally in their process. Please schedule a meeting for further information.
schedule a meeting
schedule a meeting
Technology Stack
For this information you must be engaged with Alaris formally in their process. Please schedule a meeting for further information.
schedule a meeting
schedule a meeting
Compliance Overview
For this information you must be engaged with Alaris formally in their process. Please schedule a meeting for further information.
schedule a meeting
schedule a meeting
Show your interest

Ready to show your interest to the buyer?

Register interest
Register interest
Broker Dealer
Insurance
Schwab
Majority Acquisition
Full Acquisition (with equity rollover)
Banking