Wise Planning, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 123821
- Registered since
- April 12, 2019
- Website
- wiseplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI93.98%
- Individuals6.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wise Planning, Inc. is an independent, SEC‑registered registered investment adviser that operates as a corporation and is owned by an individual. The firm focuses on individuals and families and delivers financial planning and portfolio management for individuals and small businesses, in addition to pension consulting and educational seminars. Its fee model centers on hourly charges and fixed fees rather than asset‑based ongoing advisory fees. The firm does not identify as an active ESG investor, is not a capital allocator, and is not structured as a multi‑state or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents8%
- Other8%
- Exchange Traded Equities6%
- State & Local Bonds5%
Contacts
3 of 6
Brooke Hogg
PlannerCRD 7487460
Robert Fairbrook
Financial PlannerCRD 1230592
Deborah Wise
FounderCRD 1631463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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