Albert Barsanti
Wise Planning · Vienna, Virginia
Albert Barsanti is a fee-only financial advisor at Wise Planning in Vienna, Virginia, who holds the CFP credential. Albert charges an ongoing planning fee (ongoing planning from $3,000 a year).
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Facts
| Firm | Wise Planning |
|---|---|
| Based in | Vienna, Virginia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Works virtually | Yes |
| Assets under management | $610.3M across 805 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6877452 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wiseplanning.com |
| Profile |
How Albert's firm compares
- Ongoing planning starts at $3,000 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- Wise Planning's average account is about $758,000, from its Form ADV (assets managed divided by 805 accounts).
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Questions about Albert
Is Albert Barsanti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Albert holds no broker registration, and Wise Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Albert charge for financial advice?
Albert charges an ongoing planning fee.
How much does Albert charge?
According to Wise Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.
Does Albert work with clients virtually?
Yes. Wise Planning says on its website that it works with clients remotely.
Where is Albert Barsanti based?
Albert Barsanti is based in Vienna, Virginia.
What credentials does Albert Barsanti hold?
Albert Barsanti holds the CFP credential.
Is Albert Barsanti registered with the SEC?
Yes. Albert Barsanti is registered as an investment adviser representative in WA (CRD 6877452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wise Planning manage?
Wise Planning reports $610.3M across 805 accounts in assets under management.
How do I contact Albert Barsanti?
Through Albert's website, www.wiseplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wise Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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