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WEALTHCARE
FINANCIAL PLANNERS, LLC
CRD 168696
910 DOUGHERTY RD, AIKEN, SC, 29803-6515, United States
Phone
803-644-0701
Fax
803-644-0641
Registration
— (—)
Source
State registered
Total AUM
$16.9M
Discretionary AUM
$16.9M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INCOME TAX RETURN PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $10.9M |
| High net worth individuals | 2 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD