Firm
Capital Wise Advisory
Wesley Chapel, Florida
Fee-only
Capital Wise Advisory at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 11 individual clients, 1 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 47 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Wesley Chapel, Florida |
|---|---|
| Website | capitalwiseadvisory.com |
| Phone | (813) 778-3856 |
Capital Wise Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $500,000 1.20%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 10 |
| High-net-worth clients | 1 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 329915 |