Medicus Wealth Planning

Company Description (LinkedIn): Medicus Wealth Planning specializes in comprehensive financial planning for physicians and retirees. We take a fee-only holistic approach to financial planning and investment management. We believe every client should have a financial plan that is updated at least every six months, a low-cost diversified portfolio, and an advisor they can trust and work with to help them achieve their short and long term goals.

• ⏳ Active Since: 2016
• 📍 Location: Draper, UT
• 🔢 Employee Count: 5
• 👥 Followers: 19

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses

💲 Compensation Options

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 92
• 🧾 Number of accounts: 435
• 🛍 Average Account Size: $211,238

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.medicuswealthplanning.com