Wise Planning
40yrs
Top advisor by experience at Wise Planning
About the firm
A registered investment advisory firm. It manages about $610 million for roughly 203 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?$3.01 million
Assets under management ?$610 million
Individual clients203
Median years of experience11
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Advisors at Wise Planning
6Advisors
11Median years of experience
5States with offices
1Offices
Also known as
Wise Planning · Wise, Deborah Rose
About Wise Planning
How do I contact Wise Planning?
Call the main office at (847) 834-9473. The main office is at , .
How is Wise Planning paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wise Planning offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Wise Planning?
We list 6 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.