Wise Stewardship Financial Planning
Lakewood Ranch, Florida
Wise Stewardship Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 36 individual clients, 9 of them high net worth.
- Its average account is about $167,000 (assets it manages divided by its 164 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lakewood Ranch, Florida |
|---|---|
| Website | wisestewardshipfp.com |
| [email protected] | |
| Phone | (800) 555-2840 |
Questions about Wise Stewardship Financial Planning
How much does Wise Stewardship Financial Planning charge?
Wise Stewardship Financial Planning publishes these prices: ongoing planning: from $10,000 a year. We found this on its website, checked October 28, 2026.
How is Wise Stewardship Financial Planning paid?
Wise Stewardship Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wise Stewardship Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wise Stewardship Financial Planning.
What is the average account at Wise Stewardship Financial Planning?
Wise Stewardship Financial Planning's average account is about $167,000. That's the assets on its Form ADV divided by its 164 accounts.
What does Wise Stewardship Financial Planning specialize in?
Wise Stewardship Financial Planning's advisors and website list estate & legacy planning and tax planning.
Is Wise Stewardship Financial Planning accepting new clients?
Yes, according to Wise Stewardship Financial Planning's website, checked October 28, 2026.
Does Wise Stewardship Financial Planning work with clients virtually?
Yes. Wise Stewardship Financial Planning's website says it works with clients virtually.
Wise Stewardship Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"annual planning cost starting at $10,000 a year" source
"annual planning cost starting at $10,000 a year" 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 | $27 million |
| Individual clients | 27 |
| High-net-worth clients | 9 |
| Accounts managed | 164 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 299721 |