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Wealth Planning Concepts, LLC (Rockville)


Wealth Planning Concepts, LLC is a mid-sized advisory firm based in Rockville. It manages $54.27 million of regulatory assets for 542 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.




Wealth Planning Concepts provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Planning Concepts: assets under management

The assets under management (AUM) of Wealth Planning Concepts, LLC is $54.27 million. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.27 million in discretionary accounts and $22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $148.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Planning Concepts, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockville

The principal office where Wealth Planning Concepts, LLC performs its advisory services is located at 15245 Shady Grove Rd, Rockville, MD 20850, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 240-386-8413 or by fax 240-386-8418. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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