Advisor at Wise Wealth Management
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Firm
Wise Wealth Management
Location
Fort Wayne, IN 46804
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Jordan Wise is a CFP® professional with 14 years of experience in financial advising. He is the principal of Wise Wealth Management in Fort Wayne, IN, and has previously worked at Goldman Sachs and ETF firms such as WisdomTree Capital. Outside of advising, he is part owner of Guardia Trust Insurance LLC and serves as a Strategy Associate for Wise Insurance Agency, Inc. Wise Wealth Management provides discretionary portfolio management and a range of financial planning services for individuals, high-net-worth clients, and small businesses. The firm’s investment approach centers on passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide asset allocation and tactical adjustments.
Based on Wise Wealth Management
Project-Based Financial Planning fixed fees range from $500 to $5,000
0.25% to 2.50% annually, negotiable, billed quarterly in arrears
$250 to $400 per hour for financial planning engagements
Fee-only: Financial Planning Hourly Fee $250 to $400 per hour; Project-Based Financial Planning fixed fee $500 to $5,000; Ongoing Comprehensive Financial Planning $125 to $600 per quarter
4656 West Jefferson Blvd Suite 210
Fort Wayne, IN 46804
Florida · Indiana · Texas
Guardia Trust LLC
2022 - Present (4 years)
Wise Wealth LLC
2021 - Present (5 years)
Wise Insurance Agency Inc
2020 - Present (6 years)
Innovator Capital
2020 - 2020 (1 year)
WisdomTree Capital
2019 - 2019 (1 year)
GOLDMAN SACHS
2013 - 2019 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
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