Firm
Wise Wealth Partners
Phoenix, Arizona
Fee-only
Wise Wealth Partners at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 129 individual clients, 63 of them high net worth.
- Its average account is about $731,000 (assets it manages divided by its 210 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | wisewealthpartners.com |
| Phone | (480) 866-0200 |
Wise Wealth Partners 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.
| Account minimum | $500,000 |
|---|
In the firm's words
"We work with clients that have $500k and above. Exceptions can be made in some circumstances." 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 |
|---|---|
| Assets managed | $153 million |
| Individual clients | 66 |
| High-net-worth clients | 63 |
| Accounts managed | 210 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-129659) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 311639 |