Wise Planning, Inc.
Wise Planning, Inc. (CRD# 123821) is a financial advisory firm headquartered in , . They manage $465,249,073 in 697 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management465MILLION
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Total Number of Accounts697ACCOUNTS
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Average Account Value$667,502
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, IL, WA, WI, WY
Kevin O'brien (CRD# 6273183) is an Investment Advisor Representative working at Wise Planning, Inc. in Manahawkin, NJ and has over 10 years of experience in the finance industry.
Deborah Wise (CRD# 1631463) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has over 31 years of experience in the finance industry.
Brooke Hogg (CRD# 7487460) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.
Andrew Holte (CRD# 5008158) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.