Jordan Wise
Wise Wealth Management · Fort Wayne, Indiana
Jordan Wise is a fee-only financial advisor at Wise Wealth Management in Fort Wayne, Indiana, who holds the CFP credential. Wise Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wise Wealth Management |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.4M across 94 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IN, TX · CRD 5971185 |
| Exams passed | Series 63 (2013) · Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wisewealthmgmt.com |
| Profile |
How Jordan's firm compares
- Wise Wealth Management's average account is about $68,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Jordan
Is Jordan Wise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Wise Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Wise Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Wise based?
Jordan Wise is based in Fort Wayne, Indiana.
What credentials does Jordan Wise hold?
Jordan Wise holds the CFP credential.
Is Jordan Wise registered with the SEC?
Yes. Jordan Wise is registered as an investment adviser representative in FL, IN and TX (CRD 5971185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wise Wealth Management manage?
Wise Wealth Management reports $6.4M across 94 accounts in assets under management.
How do I contact Jordan Wise?
Through Jordan's website, www.wisewealthmgmt.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
- 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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