A complete list of active advisors currently associated with Wise Financial Strategies, LLC
Warmer can help you find a great advisor at Wise Financial Strategies, LLC or one who fits your needs even better.
The firm provides advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. Services described in the brochure include discretionary investment supervisory/portfolio management (delivered in conjunction with a third‑party money manager, CPS Investment Advisors), 401(k) daily‑valuation services, written financial plans and consulting, and public seminars and workshops on investing and personal finance. Its stated investment approach is fundamentally driven and value‑oriented with a long‑term horizon, relying on research sources such as Value Line and Morningstar and occasionally employing option strategies (e.g., covered calls and spreads) as part of portfolio management. Financial planning and consulting are offered on fixed‑fee or hourly bases, and the firm may recommend or introduce other advisers and custodians to implement recommendations, including participation in an institutional custody program. Noteworthy distinctions compared with peers include an operating affiliation with a public accounting firm and the combination of free educational seminars with direct planning and portfolio services — features that are uncommon among firms without active SEC‑registered advisors. The brochure also notes the firm is an early‑stage filer (reporting zero assets under management at the filing date), does not act as a private fund adviser, and may waive planning fees when clients select its designated money manager, indicating an operational model that blends accounting, planning, and outsourced asset management.
To learn more about the advisors currently working at Wise Financial Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lakeland, FL
| 0
|
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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.
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