Wise Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wise Wealth Partners serves individual and high‑net‑worth clients, as well as trusts, estates, and charitable organizations, through individualized portfolio management and financial planning. The firm offers a Wrap Comprehensive Portfolio Management service and generally requires a $500,000 account minimum (negotiable), combining investment management with planning or consulting on topics such as retirement, tax and estate concerns.
Investment advice is provided by in‑house licensed investment adviser representatives who construct and continuously monitor portfolios using a mix of stocks, bonds, ETFs, mutual funds, options and, where appropriate, cryptocurrency products. The firm describes a multi‑method research approach — including fundamental, technical, quantitative and sector analysis — and its sponsored wrap program absorbs transaction costs, which the brochure notes creates an incentive to limit trading activity.
Distinctive features disclosed in the brochure include sponsorship of its own wrap fee program and affiliations with related service entities: an affiliated continuing education business (721CE, LLC) and tax preparation services offered through Wise Tax Partners under separate agreements. The firm also uses institutional platform relationships (Fidelity and TIAA are named) and discloses platform‑level billing arrangements and potential conflicts, such as incentives tied to reduced transaction costs for certain securities.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.55% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $500,000
Main office
See office2375 E. Camelback, Ste. 600
Phoenix AZ 85016
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Matthew C
CFP®, Series 66
Folsom, CA
Wise Wealth Partners, LLC
Matthew Christl is a CFP® with 22 years of industry experience. He has been with Wise Wealth Partners, LLC since 2023 and previously worked at Allworth Financial for 10 years. Outside of his advisory role, he is involved in managing a rental property in Sacramento. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach using multiple analysis methods and asset-allocation strategies to tailor portfolios to client goals and risk tolerances.
Brian R
CFP®, Series 63, Series 66
Phoenix, AZ
Wise Wealth Partners, LLC
Brian Rellihan is a CFP® professional with 22 years of industry experience, currently serving at Wise Wealth Partners, LLC since 2020. He previously worked at TIAA-CREF for seven years and holds adjunct professor duties teaching finance at Grand Canyon University. Outside of advisory work, he owns and operates Wise Tax Partners, focusing on income tax preparation. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach with multiple analysis methods and asset-allocation strategies, sponsoring its own wrap-fee program and offering broad investment options continuously monitored and rebalanced.
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”)