A complete list of active advisors currently associated with Wise Planning, Inc.

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

Wise Planning, Inc. provides financial advice to individuals and families — including high net worth clients — as well as corporate pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive personal financial planning and an hourly planning option, along with portfolio management and implementation support tailored to client needs. The firm operates primarily on a non-discretionary basis: it develops written plans, makes investment recommendations, and provides supervisory management on a periodic or event-driven basis while clients retain final trading authority (limited powers of attorney are used when authorized). Investment implementation generally emphasizes low-cost, broad-market index mutual funds and ETFs, with occasional use of individual fixed-income securities, and client accounts are reviewed at least quarterly or as circumstances warrant. Distinctive aspects in the brochure include a flat, asset-and-complexity–based annual fee schedule (plus an hourly option) rather than a percentage-of-AUM billing approach and the absence of performance-based fees. The firm reports over $610 million in non-discretionary regulatory assets across roughly 200 client relationships with a five-advisor team, and staff involvement in delivering educational seminars and workshops for corporate audiences is noted as a regular part of its activities.

To learn more about the advisors currently working at Wise Planning, Inc., 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.