A complete list of active advisors currently associated with Wise World Investment Planning

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

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.

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