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.

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2016
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 282904
☎ Phone Number: (464) 805-3915
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 81 / 100
βŒ› First Indexed: 2023-02-28
πŸ“° Last Updated: 2023-03-12