Advisor at Wiseman & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wiseman & Associates Wealth Management
Location
Middleburg, VA 20117
Credentials
Series 66
Industry experience
< 1 year
Joseph Constantino is a financial advisor at Wiseman & Associates Wealth Management in Winchester, VA. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at LPL Financial LLC and the University of Tennessee, Knoxville. Wiseman & Associates Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on diversified, largely index-based strategies and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as Betterment Institutional.
Based on Wiseman & Associates Wealth Management
Based on Wiseman & Associates Wealth Management
Fixed fees up to $4,500 for initial financial planning services; Essential Plan: $1,500; Advanced Plan: $2,500; Premier Plan: $4,500.
$0+: up to 1.50% annually for Traditional Portfolio Management Services (negotiable) $0+: 0.50% annually for Web-Based Portfolio Management Services (Betterment Platform), plus 0.25% platform fee charged by Betterment
Advisory representatives receive commissions from securities sales and insurance products separate from advisory fees.
Up to $300 per hour for certain financial planning and retirement consulting services.
Ongoing annual financial planning fees starting at $2,000 (waived if client invests with firm and meets $500,000 minimum assets).
Account minimum: $500,000
115 The Plains Road, Suite 100
Middleburg, VA 20117
Virginia
LPL Financial
2025 - Present (1 year)
Wiseman Wealth, LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
University of Tennessee, Knoxville
2023 - 2024 (1 year)
First Bank of Virginia
2023 - 2023 (1 year)
University of Tennessee, Knoxville
2022 - 2023 (1 year)
GO Car Wash
2022 - 2022 (1 year)
University of Tennessee, Knoxville
2021 - 2022 (1 year)
GO Car Wash
2019 - 2021 (2 years)
Handley High School
2018 - 2019 (1 year)
Schenk Foods Co.
2018 - 2018 (1 year)
Daniel Morgan Middle School
2015 - 2018 (3 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.
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