Weise Financial Wellness
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weise Financial Wellness is a fee-only advisory firm that provides comprehensive, ongoing, and project-based financial planning to individuals and high‑net‑worth clients. The firm does not provide investment management or custody of client assets and addresses topics such as retirement planning, estate and tax planning strategies, cash flow and debt management, insurance, college savings, and business planning.
The firm’s planning process emphasizes a holistic, goals-driven approach and uses asset allocation analysis and mutual fund/ETF selection (including passive index exposures) when making investment recommendations within the context of a financial plan. Clients retain responsibility for implementation and execution; for ongoing engagements the firm schedules regular check-ins (at least quarterly) and coordinates with third‑party professionals when legal, tax, or insurance expertise is needed.
Noteworthy features disclosed in the brochure include an affiliation with a law firm where the principal practices law and mutual referrals may occur; that relationship is disclosed and managed to address conflicts of interest. Also atypical for firms with no active registered advisors, the firm offers both fixed‑fee and hourly pricing for planning engagements, operates strictly on a fee‑only basis, and does not act as a private‑fund adviser.
Client services
Expertise
Fee options
Fixed fee rates for Project-Based Financial Planning begin at $1,500
$300 per hour with a two hour minimum for Project-Based Financial Planning
Fee-only: Comprehensive Financial Plan fees begin at $1,500; Ongoing Financial Planning fees begin at $3,000 per year; Project-Based Financial Planning fees are either fixed starting at $1,500 or hourly at $300/hour with a two hour minimum
Main office
Middlebury CT
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Weise Financial Wellness · Weise Financial Wellness, LLC
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)