Wise Stewardship Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299721
- Website
- wisestewardshipfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.4%
- Individuals38.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wise Stewardship Financial Planning, LLC is an independent, owner-operated RIA formed as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialized managers. It functions as a capital allocator, directing client capital into third-party managers and pooled vehicles as appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is registered in Florida and Massachusetts and does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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