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Insights

Boutique Firm Small team (2-10 employees) with independent financial advice offers a personalized, high-touch service model and potential for scalable partnerships or white-label services to extend capacity.

Longstanding Experience Established since 1993 with a focus on long-term client goals, presenting opportunities to offer practice management, succession planning, or transition services as the firm looks to scale.

Tech Stack Uses user-friendly tools (DocuSign, Bootstrap, Wix) indicating openness to digital workflow enhancements; potential for proposing integrated CRM, marketing automation, or client portal improvements to boost efficiency.

Revenue Range Annual revenue between 1M and 10M suggests readiness for growth-focused services, including practice finance optimization, advisory platform enhancements, and targeted marketing investments.

Regulatory Network Securities and advisory services through Commonwealth Financial Network and FINRA/SIPC registrations indicate a need for compliance tech, risk analytics, and ongoing regulatory support to scale securely.

Wealth Planning Resources, LLC Tech Stack

Wealth Planning Resources, LLC uses 8 technology products and services including Wix, Open Graph, TweenMax, and more. Explore Wealth Planning Resources, LLC's tech stack below.

  • Wix
    Content Management System
  • Open Graph
    Content Management System
  • TweenMax
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Sitelinks Search Box
    Web Tools And Plugins

Wealth Planning Resources, LLC's Email Address Formats

Wealth Planning Resources, LLC uses at least 2 format(s):
Wealth Planning Resources, LLC Email FormatsExamplePercentage
First@financialconnector.comJohn@financialconnector.com
50%
First.Last@financialconnector.comJohn.Doe@financialconnector.com
50%
Last@wprplanning.comDoe@wprplanning.com
50%
First@wprplanning.comJohn@wprplanning.com
50%

Frequently Asked Questions

What is Wealth Planning Resources, LLC's phone number?

Minus sign iconPlus sign icon You can contact Wealth Planning Resources, LLC's main corporate office by phone at
+1-781-547-****
. 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 Resources, LLC's official website and social media links?

Minus sign iconPlus sign iconWealth Planning Resources, LLC's official website is wprplanning.com and has social profiles on LinkedIn.

How much revenue does Wealth Planning Resources, LLC generate?

Minus sign iconPlus sign icon As of July 2026, Wealth Planning Resources, LLC's annual revenue is estimated to be $1M - $10M.

What is Wealth Planning Resources, LLC's NAICS code?

Minus sign iconPlus sign iconWealth Planning Resources, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Planning Resources, LLC have currently?

Minus sign iconPlus sign iconAs of July 2026, Wealth Planning Resources, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Owner And Facilitator: J. M.Managing Partner: J. S.Marketing And Client Communications Associate: E. Z.. Explore Wealth Planning Resources, LLC's employee directory with LeadIQ.

What industry does Wealth Planning Resources, LLC belong to?

Minus sign iconPlus sign iconWealth Planning Resources, LLC operates in the Financial Services industry.

What technology does Wealth Planning Resources, LLC use?

Minus sign iconPlus sign iconWealth Planning Resources, LLC's tech stack includes WixOpen GraphTweenMaxChoicesDocuSignHSTSBootstrapSitelinks Search Box.

What is Wealth Planning Resources, LLC's email format?

Minus sign iconPlus sign iconWealth Planning Resources, LLC's email format typically follows the pattern of First@financialconnector.com. Find more Wealth Planning Resources, LLC email formats with LeadIQ.

When was Wealth Planning Resources, LLC founded?

Minus sign iconPlus sign iconWealth Planning Resources, LLC was founded in 1993.
Wealth Planning Resources, LLC logo

Wealth Planning Resources, LLC

Financial ServicesMassachusetts, United States2-10 Employees

Wealth Planning Resources, LLC is a financial services firm providing independent financial guidance designed to align clients' life goals with suitable financial solutions. Based in Waltham, Massachusetts, the organization has operated since 1993 and maintains a small professional team focused on honoring clients' trust, prioritizing goals, and delivering consistent, high-touch service.
Through its connector process, the firm assesses a client's situation, identifies opportunities, and recommends appropriate solutions, with ongoing annual reviews to keep plans on track. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser affiliated with FINRA and SIPC, while fixed insurance products are separate. The advisor associated with this profile operates within states where registered, reflecting the regulatory framework governing client engagements.

Section iconCompany Overview

Phone number
+1-781-547-****
Website
wprplanning.com
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Wealth Planning Resources, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Wealth Planning Resources, LLC's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    J. M.
    Owner And Facilitator
    Mobile Phone
  • Stylized image of a person
    J. S.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    E. Z.
    Marketing And Client Communications Associate
    Mobile Phone

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