Wealth Planning Group

Who works here

• NR
  Nicholas Paul Rumke
• PB
  Patrick Bollinger
• SG
  Steven Joseph Gessner
• TP
  Todd Foster Paradise

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Wealth Planning Group

Legal name: WPG Advisers, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

291708