Wealth Planning Advisory Group
Wealth Planning Advisory Group is a privately-held, Bedminster, NJ-based wealth management firm serving high-net-worth individuals, families, and business owners through integrated financial planning, asset management, tax, and estate services delivered via its proprietary WealthDNA® methodology.
- Company typePrivate
- Founded1990
- HeadquartersBedminster, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Wealth Planning Advisory Group does
Wealth Planning Advisory Group (WPAG) is a privately-held wealth management and advisory firm headquartered at 302 US Highway 202 in Bedminster, New Jersey, serving high-net-worth individuals, families, and business owners. The firm operates two integrated units: WPAG for financial planning and strategic advisory, and Wealth Planning Asset Management (WPAM), an affiliated arm handling portfolio construction, risk management, and performance optimization. Its service portfolio spans four core offerings — Financial Planning, Wealth & Asset Management, Tax Planning + Preparation, and Estate Planning — delivered through a proprietary six-step methodology branded as WealthDNA® (Discover, Navigate, Achieve), which combines fiscal fitness assessment, tax optimization, risk treatment, investment strategy, and annual reviews into a cyclical planning framework.
The firm employs a nine-person team of credentialed professionals holding designations such as CFP, CLU, ChFC, CAP, CFA, FRM, and MBA, with prior experience at institutions including Morgan Stanley. Revenue is generated through advisory fees and asset management fees typical of the wealth management industry, though no fee schedule is publicly disclosed. Go-to-market is direct and sales-led: prospective clients initiate contact by phone (888-757-9362) or email for a free initial consultation, followed by a tailored proposal process. The firm operates from a single Bedminster office and states openness to international engagements, but has no documented offices, partnerships, or funding history. There is no evidence of institutional backing, M&A activity, or external investment; ownership appears founder-controlled under Principal & Founder Sekhar Vemparala.
Wealth Planning Advisory Group firmographics
Firmographics- Name
- Wealth Planning Advisory Group
- Legal name
- Wealth Planning Advisory Group
- Website
- https://wealthplanning.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wealth Planning Advisory Group is a privately-held, Bedminster, NJ-based wealth management firm serving high-net-worth individuals, families, and business owners through integrated financial planning, asset management, tax, and estate services delivered via its proprietary WealthDNA® methodology.
- Ownership category
- akta.pro rank
Wealth Planning Advisory Group industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Wealth Planning Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Bedminster
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealth Planning Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning Advisory Services: Comprehensive financial planning and strategic advisory services for high-net-worth individuals, families, and businesses. Services include estate planning, tax optimization, philanthropic strategies, and legacy planning. Revenue is generated through advisory fees, likely a combination of flat fees, hourly rates, or AUM-based fees typical for wealth management firms.
- Wealth Planning Asset Management (WPAM): Portfolio construction, risk management, and performance optimization services. Manages client assets across diverse asset classes using sophisticated tools and analytics. This arm is responsible for investment execution, likely generating revenue through asset management fees based on assets under management (AUM).
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Wealth Planning Advisory Group product offering
Product offeringCore offering
Wealth Planning Advisory Group provides integrated wealth management and financial planning services to high-net-worth individuals, families, and business owners. Its core offerings include comprehensive financial planning, wealth and asset management, tax planning and preparation, and estate planning, all delivered through the proprietary WealthDNA® 6-step methodology (Discover, Navigate, Achieve). The firm operates two units—WPAG for advisory and WPAM for investment execution—combining personalized planning with disciplined portfolio management.
Product overview
Wealth Planning Advisory Group operates two integrated divisions: Wealth Planning Advisory Group (WPAG) for comprehensive financial planning and strategic advisory services, and Wealth Planning Asset Management (WPAM) for investment execution and portfolio management. The company's service portfolio consists of five core offerings: Financial Planning, Wealth & Asset Management, Tax Planning + Preparation, and Estate Planning—all delivered through the proprietary wealthDNA® methodology. This 6-step process (Discover, Navigate, Achieve) provides high-net-worth clients with a personalized roadmap that combines financial analysis, tax optimization, risk management, and investment strategies into a unified advisory approach.
Differentiator
Problem solved
Functional benefit
Brands
- wealthDNA®: A proprietary 6-step cyclical wealth planning process: Discover, Navigate, Achieve, focusing on fiscal fitness assessment, tax optimization, risk treatment, investment strategies, and annual fiscal reviews for high-net-worth clients
Products and services
- WealthDNA® A proprietary 6-step financial planning methodology (Discover, Navigate, Achieve) that provides high-net-worth clients with a personalized roadmap for understanding their financial situation, identifying goals, and developing strategies for wealth building, preservation, and legacy planning.
- Financial Planning Comprehensive financial planning service that develops personalized financial plans aligned to client goals and risk tolerance, including retirement planning, estate planning, and investment strategies.
Companies that use Wealth Planning Advisory Group
Customer profileSegments2 records
Ideal customer profiles2 records
Wealth Planning Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Wealth Planning Advisory Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
Wealth Planning Advisory Group competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Wealth Planning Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Planning Advisory Group leadership team
Management profileNumber of profiles
Profiles8 records
Wealth Planning Advisory Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Wealth Planning Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Planning Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Planning Advisory Group
What does Wealth Planning Advisory Group do?
Wealth Planning Advisory Group provides integrated wealth management and financial planning services to high-net-worth individuals, families, and business owners. Its core offerings include comprehensive financial planning, wealth and asset management, tax planning and preparation, and estate planning, all delivered through the proprietary WealthDNA® 6-step methodology (Discover, Navigate, Achieve). The firm operates two units—WPAG for advisory and WPAM for investment execution—combining personalized planning with disciplined portfolio management.
Is Wealth Planning Advisory Group a public or private company?
Wealth Planning Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealth Planning Advisory Group founded?
Wealth Planning Advisory Group was founded in 1990. It employs 1 to 10 people.
Where is Wealth Planning Advisory Group based?
Wealth Planning Advisory Group is headquartered in Bedminster, United States, in the North America region.
How does Wealth Planning Advisory Group make money?
Two revenue lines are on record. Financial Planning Advisory Services are the primary driver. The others are wealth Planning Asset Management (WPAM).
Does Wealth Planning Advisory Group have an API?
No public API is recorded for Wealth Planning Advisory Group.
What industry is Wealth Planning Advisory Group in?
Wealth Planning Advisory Group's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.