Feltz Wealthplan, Inc. (Omaha)

Name: Feltz Wealthplan, Inc.
Address: 101 South 108 Th Avenue, Omaha, NE, 68154
Telephone: 402-333-5448

Feltz Wealthplan, Inc. is a large advisory firm based in Omaha. It manages $581.7 million of regulatory assets for 1,654 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 29 other states.

Feltz Wealthplan provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Feltz Wealthplan: assets under management

The assets under management (AUM) of Feltz Wealthplan, Inc. is $581.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $581.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $351.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feltz Wealthplan, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Feltz Wealthplan, Inc.

Todd Arthur Feltz has been acting as President since 1 Aug 2011. Kevin Richard Zemann joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Arthur Feltz	President	1 Aug 2011	75% - 100%	1030101
Daniel Paul Feltz	Chief compliance officer	1 Aug 2011	Other	2138413
Daniel Paul Feltz	Principal wealth adviser	1 Mar 2014	Other	2138413
Kevin Richard Zemann	Chief compliance officer	1 Oct 2014	Other	2395939

Based in Omaha

The principal office where Feltz Wealthplan, Inc. performs its advisory services is located at 101 South 108 Th Avenue, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Bayonne, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-333-5448 or by fax 402-697-7271. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at feltzwp.com.