Broker Check

Plan A Wealth Management Subscriber

What to Expect

  • Curated professional investment management.

  • Strategic investment plan to match your financial goals.

  • Support where you can ask financial questions via email.

  • Financial independence educational content.

  • Customer service experience where you are treated like a human, not a commission.

Subscription cost...a flat $49.99 a month!  No hidden fees.  No cancelation fees.

The subscription model is limited to certain IARs and not offered by any dually registered representative.

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