RIA Intel›Advisers›North Carolina›MASTER PLAN WEALTH MANAGEMENT, L.L.C.

MASTER PLAN WEALTH MANAGEMENT, L.L.C.

Advisory

NC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$1M

across 12 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

TRUSTSTONE WEALTH PARTNERS, LLC

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CREATIVEVEST INC

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STONE LEGACY CAPITAL LLC

$12M

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

$13M

OHERRON & CO INC

$12M

WAKE WEALTH MANAGEMENT CO.

$13M

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