Master Plan Wealth Management

Financial Services • Chapel Hill, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Chapel Hill, North Carolina, United States
Phone number	+19195336413
Website	masterplanwealth.com
NAICS	52
SIC	628
Keywords	Cfp®, Phil Royal
Employees	1-10
Socials

Key Contact at Master Plan Wealth Management

Philip Royal

Owner & Certified Financial Planner / Wealth Manager ★ CFP® ★ Fee-Only Registered Investment Advisor

About Master Plan Wealth Management

Master Plan Wealth Management, LLC is an independent fee-only wealth management firm, serving individuals and small businesses primarily in North Carolina and New Hampshire and does business in several other states. As an independent fee-only firm we always act in the client's best interests and not the interest of a bank or broker-dealer.

Master Plan Wealth Management revenue & valuation

Annual revenue	$2,833,810
Revenue per employee	$2,834,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Master Plan Wealth Management has never raised funding before.