Morgan Stanley
47yrs
Top advisor by experience in Menlo Park
8yrs
Thomas Wise has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Menlo Park, California. Thomas joined Galileo Planning Group in 2018, a firm offering financial planning, retirement plan consulting, and selecting outside investment managers. Thomas holds the CFP® designation.
One of 407 advisors with offices in Menlo Park, and one of 381 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office4600 Bohannon Drive Suite 260, Menlo Park, CA 94025
How the firm is paid ?Hourly, Flat fee, Other
Advisors at the firm4
States licensed ?1 state
Services through Galileo Planning Group
Financial planningRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowGalileo Planning Group, Inc.Current firm
Contact Thomas
(650) 328-8410Galileo Planning Group main office 4600 Bohannon Drive Suite 260Menlo Park, CA 94025Office · Get directions Firm websitewww.galileoplanninggroup.com
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Galileo Planning Group at (650) 328-8410 and ask for Thomas Wise. Thomas works from the Menlo Park, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Galileo Planning Group reports being paid by hourly fees, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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