Wisely Advised
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$86,688,076
Clients
266
Advisors
2
of 2 employees
About
The firm serves individual clients (including high-net-worth households) as well as municipal entities, pension and profit-sharing plans, trusts, estates, and small businesses. It provides discretionary portfolio management, hourly and ongoing financial planning, and qualified plan account services, including acting as a 3(21) fiduciary for employer-sponsored plans.
Investment decisions are made on a discretionary basis using a combination of fundamental and technical analysis and implemented through five model portfolios or custom allocations, with periodic rebalancing generally every 12–18 months. Portfolios may hold a broad mix of securities (stocks, bonds, mutual funds, ETFs and cash equivalents), and custodial and clearing services are provided through a national custodian.
Compared with many peers, the firm’s principal is also a licensed insurance agent who sells life, health, long-term care and disability products for commissions and is appointed with multiple carriers, a relationship the brochure discloses as a potential conflict of interest. The firm also places emphasis on qualified-plan governance—assisting trustees with investment policy statements, investment committee formation and quarterly monitoring—which it offers alongside its advisory services for a small advisory team managing assets at the firm level.
Client services
Expertise
Fee options
Ongoing financial planning service charged quarterly at fixed fees: $50, $125, or $250 depending on level
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$275 per hour for financial planning services
Minimum fee: $200 per year minimum fee per account for portfolio management Fee-only: Hourly Financial Planning at $275/hour; Fixed quarterly fees for ongoing financial planning: Level 1 - $50, Level 2 - $125, Level 3 - $250
Main office
10261 Calumet Ave, Suite 104
Dyer IN 46311
Advisors at this office
2
Most active in
Illinois · Indiana · Texas
Also doing business as
Velasquez Capital Investments, LLC · Wisely Advised · Wisely Advised, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Jorge V
Series 63, Series 65
Dyer, IN
Wisely Advised
Jorge Velasquez is a financial advisor at Wisely Advised with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wisely Advised since 2011. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of traditional insurance products. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across 185 client relationships. The firm uses a combination of fundamental and technical analysis to manage discretionary and non-discretionary portfolios, offering both model and customized investment options alongside financial planning and qualified plan services.
Kenneth M
Series 65
Dyer, IN
Wisely Advised
Kenneth Michaels is a financial advisor at Wisely Advised with three years of industry experience. He holds a Series 65 designation and has worked at Wisely Advised since 2021, with prior experience at Centier Bank and Indiana University Northwest. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across about 185 client relationships. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios and offers discretionary management, financial planning, and qualified plan services.
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”)