Life Wise Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,153,220
Clients
131
Advisors
3
across 2 offices
About
Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting to individual and high‑net‑worth clients, business entities, and qualified retirement plans. The firm also offers modular planning services—including Social Security and pension analyses, Roth conversion review, long‑term care and estate document reviews—and an optional subscription income/cash‑flow management tool.
The firm implements client strategies using fundamental, technical, and cyclical analysis, and may engage third‑party sub‑advisors to manage portions of client assets or to maintain model strategies. It also employs an actively managed tactical sector rotation approach that can include leveraged and inverse ETFs, and conducts periodic account reviews to monitor allocations and risk.
A distinctive feature disclosed in the brochure is the firm’s affiliation with an insurance business: a firm principal conducts insurance activities and offers insurance products for separate compensation, a conflict of interest that the firm discloses and addresses through policies and client disclosures. The firm also offers mutual‑fund‑based account options and uses third‑party arrangements and limited‑custody mechanisms (including standing letters of authorization) for billing and account administration.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $75 and $4,000 for financial planning
$0+: 1.90% annually (maximum, negotiable) $0+: 1.25% annually for accounts held at American Funds Service Company $0 - $10,000,000: 0.75% annually (ERISA Plan Services) $10,000,001 - $20,000,000: 0.25% annually (ERISA Plan Services) $20,000,001+: Negotiable (ERISA Plan Services)
Up to $350 per hour for financial planning
Subscription fee up to $100/month for Currence income management software
Account minimum: $100,000 Fee-only: Hourly fees up to $350/hour; Fixed fees between $75 and $4,000 for financial planning
Main office
See office8700 East Vista Bonita Drive, Suite 216
Scottsdale AZ 85255
Advisors at this office
2
Offices (2)
Most active in
Arizona · Wisconsin
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
Advisors at this firm
Scott S
Series 63, Series 65
Scottsdale, AZ
Life Wise Planning Group LLC
Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and The Master Planning Group, Inc. He serves on the board of Child’s Wish Ministry, a nonprofit organization. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis, along with tactical sector rotation strategies, and may engage third-party sub-advisors for asset management.
Trevor B
Series 63, Series 65
Eau Claire, WI
Life Wise Planning Group LLC
Trevor Bauer is a financial advisor at Life Wise Planning Group LLC in Eau Claire, WI, holding Series 63 and Series 65 designations with four years of industry experience. His prior work includes roles at Black River Memorial Hospital and Sacred Heart Hospital. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis as well as an actively managed tactical sector rotation approach to implement client strategies.
Caleb B
Series 63, Series 65
Scottsdale, AZ
Life Wise Planning Group LLC
Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.
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