What is Wealth Planning Advisory Group's NAICS code?

Wealth Planning Advisory Group's NAICS code is 52 (Finance and Insurance).

Insights

Global Outreach Financial planning firm with clients in the United States, Switzerland, and India presents opportunities to upsell cross-border planning services, currency and tax optimization, and international retirement solutions.

WealthDNA Advantage Unique trademarked process and advisor network suggest a capability to scale services for larger corporate clients or independent advisors seeking enhanced planning capabilities, creating opportunities for partnerships, referrals, or white-label solutions.

Tech Enablement Existing tech stack (Squarespace, Microsoft 365, JSON-LD, Open Graph) indicates a digital-first approach; potential to offer client onboarding, cybersecurity consulting, or CRM/analytics enhancements to improve client experience and retention.

Growth Readiness Revenue in the mid-range and a modest employee base imply readiness for scalable services such as managed services, back-office outsourcing, or advisory practice management to support growth without heavy fixed costs.

Competitive Benchmarking Size and revenue compared to large incumbents highlight an opportunity to position as a nimble, personalized alternative; target mid-market firms or high-net-worth individuals seeking tailored financial planning with cross-border expertise.

Similar companies to Wealth Planning Advisory Group

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Wealth Planning Advisory Group Tech Stack

Wealth Planning Advisory Group uses 8 technology products and services including C3.js, Open Graph, Squarespace, and more. Explore Wealth Planning Advisory Group's tech stack below.

C3.js
Charting
Open Graph
Content Management System
Squarespace
Content Management System
Squarespace Commerce
E-commerce
Microsoft 365
Email
Google Fonts API
Font Scripts
JSON-LD
Javascript Frameworks
Choices
Javascript Libraries

Media & News

Wealthplanning recognized as one of New Model Adviser ® Top 100 Financial Planning firms in the UK for 2018.
Balance: Wealth Planning have been selected as one of New Model Adviser ® Top 100 Financial Planning firms in the UK for 2018.
Oct 23, 2018 | balancewealth.uk

Wealth Planning Advisory Group's Email Address Formats

Wealth Planning Advisory Group uses at least 1 email format:

Wealth Planning Advisory Group Email Formats	Example	Percentage
First@wealthplanning.com	John@wealthplanning.com	100%

Frequently Asked Questions

What is Wealth Planning Advisory Group's phone number?

You can contact Wealth Planning Advisory Group's main corporate office by phone at

+1-908-719-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Planning Advisory Group's official website and social media links?

Wealth Planning Advisory Group's official website is wealthplanning.com and has social profiles on LinkedIn.

How much revenue does Wealth Planning Advisory Group generate?

As of August 2026, Wealth Planning Advisory Group's annual revenue is estimated to be $10M - $25M.

What is Wealth Planning Advisory Group's SIC code and NAICS code?

Wealth Planning Advisory Group's SIC code is 6531 - Real Estate Agents and Managers and NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Planning Advisory Group have currently?

As of August 2026, Wealth Planning Advisory Group has approximately 12 employees across 1 continents, including North America. Key team members include Chief Operating Officer: V. D., Owner: S. V. and Director, Operations: H. M. Explore Wealth Planning Advisory Group's employee directory with LeadIQ.

What industry does Wealth Planning Advisory Group belong to?

Wealth Planning Advisory Group operates in the Financial Services industry.

What technology does Wealth Planning Advisory Group use?

Wealth Planning Advisory Group's tech stack includes C3.js, Open Graph, Squarespace, Squarespace Commerce, Microsoft 365, Google Fonts API, JSON-LD and Choices.

What is Wealth Planning Advisory Group's email format?

Wealth Planning Advisory Group's email format typically follows the pattern of First@wealthplanning.com. Find more Wealth Planning Advisory Group email formats with LeadIQ.

When was Wealth Planning Advisory Group founded?

Wealth Planning Advisory Group was founded in 1990.

Wealth Planning Advisory Group

Q: What technology does Wealth Planning Advisory Group use?

Wealth Planning Advisory Group's tech stack includes Squarespace, Cart Functionality, gstatic.com, Google Analytics, Google Search Console.

Financial ServicesNew Jersey, United States11-50 Employees

Wealth Planning Advisory Group is a financial planning firm founded in 1990 that provides financial, estate, retirement, insurance, and tax planning services. Its clients include individuals, corporations, and small businesses located in the United States, Switzerland, and India. The firm operates a trademarked wealthDNA process that coordinates a network of advisors and finance professionals to address complex issues and provide strategic direction for clients.

Based in Bernardsville, New Jersey, the company operates in the financial services industry and maintains a small professional team. In 2018, it received recognition in the United Kingdom as a New Model Adviser Top 100 Financial Planning firm, indicating international reach beyond its core market.