Wise Financial Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wise Financial Counsel, LLC provides fee‑only financial planning, counseling, financial education and strategic business planning services to individuals, families, small‑business owners and corporations. The firm’s offerings include comprehensive written financial plans, focus‑based planning, counseling engagements and public seminars or workshops on financial topics.
Rather than managing client assets or recommending specific securities, Wise Financial Counsel concentrates on analysis, written recommendations and ongoing counseling, gathering information through in‑depth interviews and delivering customized plan documents. Counseling clients receive regular follow-up (including monthly contact for counseling engagements) and the firm expects clients to work with other professionals to implement investment or product recommendations.
Noteworthy elements that distinguish the firm from many solo independent advisers are its work with corporate/business clients and its regular public educational seminars and workshops—services that are less common among peers—and the firm’s explicit absence of portfolio management and percentage‑of‑AUM fee arrangements. The sole principal holds CFP and Certified Financial Therapist (CFT™) credentials and integrates financial planning with strategic business coaching for new and transitioning business owners.
Client services
Expertise
Occupation focus
Fee options
Strategic Business Planning fixed fees start at $2,500; Business Coaching fixed fee of $1,200 for six one-hour sessions; Financial Education Services up to $15,000 per one-day workshop.
Focus Based Financial Planning: $200 to $350 per hour; Financial Education Services: $1,000 per hour.
Account minimum: No account minimums; however, minimum annual fees apply (e.g., $1,500 minimum for Financial Planning). Minimum fee: $1,500 minimum for Financial Planning fee, $150/month minimum for Financial Counseling. Fee-only: Fees are charged as hourly rates, fixed fees, or percentage of gross annual income depending on service.
Main office
Fort Washington MD
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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