Wise Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wise Wealth Management is a small, state‑registered independent advisory firm that serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management alongside a range of financial planning engagements (hourly, project‑based, and ongoing). Like many independent advisors, it charges fees based on a percentage of assets under management and does not impose a minimum account size.
The firm primarily practices passive investment management—constructing asset‑class weighted portfolios using index mutual funds and ETFs for low turnover and tax efficiency—while also drawing on fundamental, technical, and cyclical analysis when evaluating sectors or select securities. For retirement plans, Wise Wealth generally provides nondiscretionary ERISA Section 3(21) consulting and plan‑level services such as investment policy review, monitoring, qualified default alternatives, and participant education.
What is distinctive is that a solo, state‑registered adviser of this size explicitly offers institutional‑style retirement plan consulting and participant education while disclosing it does not accept commissions or revenue‑sharing from plan investment providers. The firm’s principal holds the CFP® designation and brings prior institutional industry experience, and the advisory practice uses a major custodian relationship that provides both custody and certain soft‑dollar or support benefits.
Client services
Expertise
Fee options
Project-based financial planning fees range from $500 to $5,000 fixed fees.
$0+: 0.25% to 2.50% $0+: 0.15% to 1.15% (Retirement plan consulting fees)
$250 to $400 per hour for financial planning services.
Ongoing comprehensive financial planning fees from $125 to $600 per quarter, paid quarterly in advance.
Fee-only: Financial planning hourly fees range from $250 to $400 per hour; Fixed fees for project-based planning from $500 to $5,000; ongoing quarterly comprehensive financial planning fees from $125 to $600 per quarter.
Main office
4656 West Jefferson Blvd Suite 210
Fort Wayne IN 46804
Advisors at this office
1
Most active in
Florida · Indiana · Texas
Also doing business as
Wise Wealth LLC · Wise Wealth Management
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
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