A complete list of active advisors currently associated with Life Wise Planning Group LLC

Warmer can help you find a great advisor at Life Wise Planning Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Life Wise Planning Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Life Wise Planning Group LLC's office locations.

Name	Location	Years of experience
Trevor Bauer	Eau Claire, WI	4
Caleb Bell	Scottsdale, AZ	3
Scott Sorum	Scottsdale, AZ	29

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support