Firm
Wise Wealth Management
Fort Wayne, Indiana
Fee-only
Wise Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 49 individual clients.
- Its average account is about $68,000 (assets it manages divided by its 94 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | wisewealthmgmt.com |
| Phone | (260) 704-7168 |
Wise Wealth Management fees
Wise Wealth Management 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 49 |
| Accounts managed | 94 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 312430 |