Firm
Wise Planning
Seattle, Washington
Fee-only
Wise Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 6 advisors are listed here; 4 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 203 individual clients, 145 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 805 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Washington median of $4,500.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | wiseplanning.com |
| Phone | (847) 834-9473 |
Wise Planning 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$0-$800,000 $3,000" source
"Wise Planning Fees are based on assets and complexity of the client profile." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $610 million |
| Individual clients | 58 |
| High-net-worth clients | 145 |
| Accounts managed | 805 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-114999) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 123821 |