Plan Wise Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary asset management, comprehensive financial planning, and consulting on discrete topics. It also provides access to model portfolios through sub‑advisor arrangements and a co‑advisor relationship for clients who prefer outsourced portfolio management.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance, using a mix of long‑term and trading strategies informed by fundamental, technical, charting, and cyclical analysis. The firm may delegate portfolio implementation to sub‑advisors or a co‑advisor, conducts quarterly account reviews, and uses firm‑approved technology — including AI tools — to support research and planning with human oversight of AI outputs.
Distinctive features include an affiliation with an insurance business whose principals are licensed to sell insurance products and may receive commissions for those sales, a conflict the brochure discloses and says is mitigated through procedures and fiduciary obligations. The firm is a small, recently formed independent advisor with roughly $8.2 million in assets under management across about 40 clients, participates in fee‑sharing and incentive arrangements with its co‑advisor, and does not impose an account minimum.
Client services
Expertise
Fee options
Financial planning flat fees between $1,000 and $10,000
$0+: 2.0% All Assets+: 1.65% (Custom Indexing - Strategic Total Annual Fee) All Assets+: 1.50% (Strategic Portfolio Total Annual Fee) All Assets+: 1.65% (Custom Indexing - Allocation Total Annual Fee) All Assets+: 1.50% (Allocation & Defined Outcome Portfolio Total Annual Fee) All Assets+: 1.50% (Tactical Portfolio Total Annual Fee) All Assets+: 1.50% (Private Wealth Portfolio Total Annual Fee) All Assets+: 1.00% (Preservation Portfolio Total Annual Fee)
Separate compensation received for insurance product sales by certain representatives (commissions typical for insurance products)
$225 per hour for financial planning
Fee-only: Hourly fee: $225/hour; Fixed fees: $1,000 to $10,000 for financial planning
Main office
9998 Crosspoint Blvd, Suite 320
Indianapolis IN 46256
Advisors at this office
1
Most active in
Indiana
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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