BBB Accredited Business Profile

Master Plan Wealth Management, LLC

Master Plan Wealth Management, LLC

(919) 533-6413

Master Plan Wealth Management, LLC

8 years in business
1340 Environ Way
Chapel Hill, NC 27517-4430
BBB File Opened: 02/26/2014
Business Started: 03/31/2010
Business Incorporated: 03/31/2010 in NC
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Philip Royal, Member Manager
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services

Products & Services
Investment management, holistic financial planning, retirement planning, small business pension plans, estate planning, insurance planning, tax planning services for individuals and small businesses.
Number of Employees: 
BBB accredited business



Independent fee-only wealth management firm offering financial planning and proactive investment management services to individuals and small business owners.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 05:00 PM
Sat: Closed
Sun: Closed
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Master Plan Wealth Management, LLC

Master Plan Wealth Management, LLC


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