RIA Intel›Advisers›Florida›WEALTH & BUSINESS PLANNING GROUP, LLC

WEALTH & BUSINESS PLANNING GROUP, LLC

Advisory

MAITLAND, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL

#2,294

of 2,610 advisers by AUM

Average account

$192K

across 31 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

31 clients

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

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Advisers of similar size in FL

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

LEBRIGH LIFE PLANNERS, LLC

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BROADEN WEALTH LLC

FORT MYERS, FL

$6M

MINDIE MOLINA INVESTMENTS, LLC

STUART, FL

$6M

LEGACY WEALTH MANAGEMENT, INC.

$6M

TIME ADVISORS USA, LLC

$6M

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