Wealthplan Advisors LLC is a firm that provides financial advisor, fiduciary trustee, administrative support, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Arizona and Utah (although they are present in other states as well).
Most Wealthplan Advisors LLC clients are individual and family services and civic and social organizations with revenues ranging from $19 million to $36 million.
Previous legal names, trade names, or just variations of their name include: Wealth Plan Advisors.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Native American Connections | 501(c)(3) | Phoenix, AZ |
| 2 | Healthinsight Management Corporation | 501(c)(3) | Salt Lake City, UT |
Competitors to Wealthplan Advisors LLC in the nonprofit sector include Well and Good LLC, CBIZ Investment Advisory Services, Northwestern Mutual Investment Serv, Healthcare Community Securities Cor, State Street Bank and Trust, Royal Alliance Associates Inc, Stifel Nicolaus, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group LLC, and Principal.
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