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 63, Series 65
Industry experience
40 years
Thomas Wiseman II is a financial advisor with Wiseman & Associates Wealth Management in Middleburg, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has managed his own advisory firms since 1986 and has been affiliated with LPL Financial since 2007. Outside of his advisory work, he is the managing member of a family investment LLC. 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 emphasizes diversified, largely index-based strategies using Modern Portfolio Theory and long-term purchase approaches, offering discretionary and non-discretionary portfolio management along with a tiered financial planning service.
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
Wiseman Wealth, LLC
2013 - Present (13 years)
Wiseman & Associates Wealth Management
2013 - Present (13 years)
LPL Financial, llc
2007 - Present (19 years)
Wiseman and Associates Financial Services, Ltd
1986 - Present (40 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.
Series 65
Brambleton, VA
Simplify Investments
CFP®, CPA
Hamilton, VA
FI-Nancial Planner LLC
As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
CFA®, Series 65
Leesburg, VA
Rathnam Capital, LLC
CFP®, ChFC®, Series 63, Series 65
Leesburg, VA
EAN Equity Financial Services LLC
Series 63, Series 65
Leesburg, VA
Reye Partners Asset Management LLC
Series 65
Purcellville, VA
Present Value Financial Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")