Advisor at Wise World Investment Planning
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Firm
Wise World Investment Planning
Location
Chandler, AZ 85225-7534
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Marie Burns is a CFP® with 24 years of experience in financial advising. She is currently with Wise World Investment Planning and has previously worked with firms including LPL Financial, Sagepoint Financial, Waddell & Reed, and Vanguard. Outside of her advisory work, she is the author of a book on financial organization and hosts a podcast focused on financial topics. Wise World Investment Planning provides financial planning, estate-planning support, and advisory services to individuals, trusts, and corporations. The firm combines fundamental and technical analysis in its investment approach and operates without discretionary asset management or custody of client assets.
Based on Wise World Investment Planning
Fixed fees for initial financial plan ($795-$1,995), estate planning ($600), consulting ($1,500-$4,500)
Advisors may receive commissions as insurance agents for insurance product sales
Financial planning hourly rate $350 per hour, may be increased depending on complexity
Fee-only: Fixed fees for financial planning from $795 to $1,995 (most often $1,975), annual plan updates $475 to $1,500, fixed fee for estate planning $600, consulting fixed fees $1,500 to $4,500, hourly fee $350 per hour with bulk discounted rates
575 W Chandler Blvd, Suite 220
Chandler, AZ 85225-7534
Arizona
Wise World Investment Planning
2020 - Present (6 years)
LPL Financial, llc
2019 - Present (7 years)
Win Win Investment Planning, LLC
2018 - Present (8 years)
Sagepoint Financial, Inc.
2018 - 2019 (1 year)
Various Insurance Carriers
2016 - Present (10 years)
Marie Burns Inc
2016 - Present (10 years)
Waddell & Reed, Inc
2016 - 2018 (2 years)
THE Vanguard Group, Inc.
2014 - 2016 (2 years)
Vanguard
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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