Acquisition · Activity not yet classified

Wealth Planning Corporation

Transaction overview

Reported completed

Announced: Closed:

MCF Advisors reported completing its transaction with Wealth Planning Corporation. The reported closing date was 2026-02-27.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. MCF Advisors Expands Presence in Greater Cincinnati with Acquisition of Wealth Planning Corporation ↗

    MCF Advisors · Published Mar 3, 2026

    MCF Advisors reported completing its transaction with Wealth Planning Corporation. The reported closing date was 2026-02-27.

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Wealth Planning Corporation · RIA Monitor