Agewise Financial Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Agewise Financial Inc. provides discretionary asset management and financial planning primarily for individual investors rather than high‑net‑worth households. The firm offers ongoing portfolio oversight and personalized financial plans, and typically charges asset‑based advisory fees for its managed accounts.
The firm’s advice is goal‑driven and tailored to each client’s objectives, time horizon, and risk tolerance, with discretionary trading authority to implement agreed strategies. Agewise may engage third‑party sub‑advisors to manage portions of client portfolios and uses a mix of fundamental, technical, charting and cyclical analysis, with periodic account reviews.
A distinctive aspect of the firm is that its owner also operates as a licensed insurance agent and devotes a substantial portion of time to insurance activities, receiving commissions for those sales; Agewise discloses this arrangement and its potential conflict of interest and describes procedures to mitigate it. The firm is relatively small and new to offering advisory services, often uses sub‑advisors, and explicitly focuses on non‑HNW individual clients, which differentiates it from many peers that primarily serve wealthier households.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.60% annually $1,000,000.01 - $3,000,000: 1.50% annually $3,000,000.01+: 1.40% annually
Insurance product commissions received by representative
Account minimum: $10,000 Fee-only: Financial Planning Services flat fee between $1,500 and $2,000
Main office
72960 Fred Waring Drive, Suite 20
Palm Desert CA 92260
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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