Advisor at Wisely Advised
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Firm
Wisely Advised
Location
Dyer, IN 46311
Credentials
Series 63, Series 65
Industry experience
16 years
Jorge Velasquez is a financial advisor at Wisely Advised with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wisely Advised since 2011. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of traditional insurance products. Wisely Advised serves individual investors, retirement plans, and institutional accounts, managing approximately $69 million in assets across 185 client relationships. The firm uses a combination of fundamental and technical analysis to manage discretionary and non-discretionary portfolios, offering both model and customized investment options alongside financial planning and qualified plan services.
Ongoing financial planning fixed quarterly fees: $50, $125, or $250 depending on level
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$275 per hour for financial planning services
Minimum fee: $200 per year minimum fee Fee-only: Hourly financial planning: $275 per hour (negotiable); Ongoing financial planning fixed fees: Level 1 - $50/quarter, Level 2 - $125/quarter, Level 3 - $250/quarter
10261 Calumet Ave, Suite 104
Dyer, IN 46311
Illinois · Indiana · Texas
Wisely Advised, Llc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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EN+ Wealth
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