Andrew Holte
Wise Planning · Keene, New Hampshire
Andrew Holte is a fee-only financial advisor at Wise Planning in Keene, New Hampshire. Andrew charges an ongoing planning fee (ongoing planning from $3,000 a year).
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Facts
| Firm | Wise Planning |
|---|---|
| Based in | Keene, New Hampshire |
| 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 |
| SEC registration | Investment adviser representative in WA · CRD 5008158 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wiseplanning.com |
How Andrew's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 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 Andrew
Is Andrew Holte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew 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 Andrew charge for financial advice?
Andrew charges an ongoing planning fee.
How much does Andrew charge?
According to Wise Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.
Does Andrew work with clients virtually?
Yes. Wise Planning says on its website that it works with clients remotely.
Where is Andrew Holte based?
Andrew Holte is based in Keene, New Hampshire.
Is Andrew Holte registered with the SEC?
Yes. Andrew Holte is registered as an investment adviser representative in WA (CRD 5008158), 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 Andrew Holte?
Through Andrew'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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