Wise World Investment Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wise World Investment Planning is a registered investment adviser that provides comprehensive financial planning, account review, securities research, estate planning assistance, and related advisory services to individuals, trusts, and businesses. Although the firm is categorized as an investment manager, its brochure indicates it currently reports no assets under management and focuses on preparing and implementing financial plans for clients.
The firm uses both fundamental and technical analysis and tailors strategies to client suitability, recommending long‑term and short‑term purchases while noting that short sales and margin are seldom employed. Representatives contact clients at least annually and typically more frequently (quarterly), and execution and custody are handled through a third‑party broker‑dealer arrangement rather than by the firm directly.
Noteworthy features include the firm’s reliance on fixed and hourly billing for planning and consulting rather than a percentage‑of‑assets model, a billing approach that is uncommon among peers in this category. The brochure also discloses that advisors hold broker‑dealer and insurance licenses and may receive commissions for product sales—product sales and related activities account for a substantial portion of their time—creating potential conflicts of interest that the firm identifies in its disclosures.
Client services
Expertise
Fee options
Fixed fees for initial financial plan ($795-$1,995), estate planning ($600), consulting ($1,500-$4,500)
Advisors may receive commissions as insurance agents for insurance product sales
Financial planning hourly rate $350 per hour, may be increased depending on complexity
Fee-only: Fixed fees for financial planning from $795 to $1,995 (most often $1,975), annual plan updates $475 to $1,500, fixed fee for estate planning $600, consulting fixed fees $1,500 to $4,500, hourly fee $350 per hour with bulk discounted rates
Main office
575 W Chandler Blvd, Suite 220
Chandler AZ 85225-7534
Advisors at this office
2
Most active in
Arizona
Also doing business as
Dorson, Keith Ryan · Win Win Investment Planning · Win Win Investment Planning, LLC · Wise World Investment Planning
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
Advisors at this firm
Keith D
Series 63, Series 65
Chandler, AZ
Wise World Investment Planning
Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.
Marie B
CFP®, Series 63, Series 65
Chandler, AZ
Wise World Investment Planning
Marie Burns is a CFP® professional with 25 years of experience in financial advising. She is currently with Wise World Investment Planning and has prior experience at firms including LPL Financial, Sagepoint Financial, Waddell & Reed, Vanguard Advisers, and CliftonLarsonAllen Wealth Advisors. In addition to her advisory work, she is an author of a book on financial organization and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning provides comprehensive financial planning and advisory services to individuals, trusts, and businesses, focusing on tailored strategies through fundamental and technical analysis. The firm emphasizes financial plans and consulting over asset management and utilizes fixed and hourly billing models.
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