WISE PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$610,253,304
Discretionary
$0
Non-discretionary
$610,253,304
Firm details
- CRD number
- 123821
- SEC file number
- 801-114999
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.WISEPLANNING.COM/
- Fee structure
-
Hourly Fixed fees
As of October 2026.