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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $667,502
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, WA, WI, WY

Financial Advisors at Wise Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kevin L. O'brien
CRD#: 6273183
Manahawkin, NJ

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.

2
Deborah R. Wise
CRD#: 1631463
Seattle, WA

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.

3
Brooke M. Hogg
CRD#: 7487460
Seattle, WA

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.

4
Andrew D. Holte
CRD#: 5008158
Seattle, WA

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.

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