AIFA®, CEBS®, CPFA®
Wealth Plan Advisors
a division of HUB International
Wealth Plan Advisors, a division of HUB International, is a federally-registered Registered Investment Advisor singularly focused on retirement plan and investment consulting clients. Services include plan design, investment selection and monitoring, plan governance, serving as ERISA 3(21) or 3(38) fiduciary, and offering participant education including one-on-one participant counseling.
As President of Wealth Plan Advisors, Mr. Schlappi leads a team of experienced retirement professionals who provide specialized industry expertise and objectivity in serving retirement plan sponsors, their committees and plan participants. The WealthPlan team averages 15 years of experience and helps plan sponsors with plan design, investment selection and monitoring and plan governance services–serving as 3(21)/3(38) fiduciary – as well as comprehensive participant education including one-on-one counseling.
www.wealthplanadvisor.com
(503)327-6421
Scottsdale, AZ
Client Plans: 100
Participants: 20,000
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