Firm
Wise Financial Counsel
Fort Washington, Maryland
Fee-only
Facts
| Based in | Fort Washington, Maryland |
|---|---|
| Website | wisefinco.com |
| [email protected] | |
| Phone | (240) 252-3232 |
Wise Financial Counsel fees
Wise Financial Counsel 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 11 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 313630 |