Deborah Wise
Wise Planning · Seattle, Washington
Deborah Wise is a fee-only financial advisor at Wise Planning in Seattle, Washington, who holds the CFP credential. Deborah charges an ongoing planning fee (ongoing planning from $3,000 a year).
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Facts
| Firm | Wise Planning |
|---|---|
| Based in | Seattle, Washington |
| 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 1631463 |
| Exams passed | Series 63 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wiseplanning.com |
How Deborah's firm compares
- Ongoing planning starts at $3,000 a year, below the Washington 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 Deborah
Is Deborah Wise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deborah 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 Deborah charge for financial advice?
Deborah charges an ongoing planning fee.
How much does Deborah charge?
According to Wise Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.
Does Deborah work with clients virtually?
Yes. Wise Planning says on its website that it works with clients remotely.
Where is Deborah Wise based?
Deborah Wise is based in Seattle, Washington.
What credentials does Deborah Wise hold?
Deborah Wise holds the CFP credential.
Is Deborah Wise registered with the SEC?
Yes. Deborah Wise is registered as an investment adviser representative in WA (CRD 1631463), 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 Deborah Wise?
Through Deborah'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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