Brian Rellihan
Wise Wealth Partners · Phoenix, Arizona
Brian Rellihan is a fee-only financial advisor at Wise Wealth Partners in Phoenix, Arizona, who holds the CFP credential. Brian focuses on crypto & digital assets, tax planning and estate & legacy planning. Wise Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Wise Wealth Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $153.5M across 210 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 4265943 |
| Exams passed | Series 63 (2007) · Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wisewealthpartners.com |
| Profile |
How Brian's firm compares
- Wise Wealth Partners's average account is about $731,000, from its Form ADV (assets managed divided by 210 accounts).
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Questions about Brian
Is Brian Rellihan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Wise Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Wise Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
How much does Brian charge?
According to Wise Wealth Partners's website, checked October 30, 2026: a $500,000 asset minimum.
Does Brian work with clients virtually?
Yes. Wise Wealth Partners says on its website that it works with clients remotely.
Where is Brian Rellihan based?
Brian Rellihan is based in Phoenix, Arizona.
What does Brian specialize in?
Brian's specialties include crypto & digital assets, tax planning, estate & legacy planning and retirement planning.
What credentials does Brian Rellihan hold?
Brian Rellihan holds the CFP credential.
Is Brian Rellihan registered with the SEC?
Yes. Brian Rellihan is registered as an investment adviser representative in AZ and CA (CRD 4265943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wise Wealth Partners manage?
Wise Wealth Partners reports $153.5M across 210 accounts in assets under management.
How do I contact Brian Rellihan?
Through Brian's website, www.wisewealthpartners.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 Wealth Partners 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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