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WEALTH PLANNING GROUP

BALTIMORE, MD · CRD 291708 · IAPD ↗ · 410-522-2030

$360.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WEALTH PLANNING GROUP shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2026 — WPG FINANCIAL GROUP, LLC is now doing business as WEALTH PLANNING GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
January 2025 — WPG FINANCIAL GROUP, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.