Wealth Wise Planning LLC

Wealth Wise Planning LLC at a glance

• One of 32 fee-only firms based in Delaware in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee.

Fee-only advisors in Delaware

Facts

Wealth Wise Planning LLC fees

Wealth Wise Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Beth Moore

  CFP