WisePath Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides investment management and financial planning to individuals, high-net-worth individuals, and businesses, offering both discretionary portfolio management and written financial plans. Planning is available as one-time project engagements or ongoing advisory relationships that include periodic monitoring and plan updates.
The adviser operates as a fee-only, solo practitioner and typically implements asset-allocation strategies grounded in Modern Portfolio Theory, using a mix of passive and active funds and, when appropriate, third-party outside managers or model portfolios. Methods of analysis described in the brochure include fundamental, technical, and charting approaches, and investment supervision is tailored to clients’ risk tolerance and written restrictions when requested.
What is distinctive about this firm is its affiliation with a public accounting practice: the principal is a licensed CPA who provides tax and accounting services through a related firm and will refer clients between the advisory and accounting practices while clients remain free to decline those referrals. The brochure also notes the adviser requires clients to establish accounts at a specific custodian (Schwab) for custody and trading, and the firm was newly registered in 2026 with no assets under management at the time of filing.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
1.00% annually
Account minimum: $100,000 Fee-only: Initial fee up to $1,000 and ongoing quarterly fees ranging from $1,000 to $5,000 for ongoing financial planning; fixed fees ranging from $850 to $20,000 for project-based planning
Main office location
WisePath Financial Planning, LLC
Simpsonville SC, United States
Number of offices
1
Most active in
WisePath Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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