A
Agewise Financial Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,800,025
Clients
45
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$173,334
About
Agewise Financial Inc. provides discretionary asset management and financial planning primarily for individual investors rather than high‑net‑worth households. The firm offers ongoing portfolio oversight and personalized financial plans, and typically charges asset‑based advisory fees for its managed accounts.
The firm’s advice is goal‑driven and tailored to each client’s objectives, time horizon, and risk tolerance, with discretionary trading authority to implement agreed strategies. Agewise may engage third‑party sub‑advisors to manage portions of client portfolios and uses a mix of fundamental, technical, charting and cyclical analysis, with periodic account reviews.
A distinctive aspect of the firm is that its owner also operates as a licensed insurance agent and devotes a substantial portion of time to insurance activities, receiving commissions for those sales; Agewise discloses this arrangement and its potential conflict of interest and describes procedures to mitigate it. The firm is relatively small and new to offering advisory services, often uses sub‑advisors, and explicitly focuses on non‑HNW individual clients, which differentiates it from many peers that primarily serve wealthier households.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Wealth management
Fee options
$0 - $1,000,000: 1.60% annually $1,000,000.01 - $3,000,000: 1.50% annually $3,000,000.01+: 1.40% annually
Insurance product commissions received by representative
Account minimum: $10,000 Fee-only: Financial Planning Services flat fee between $1,500 and $2,000
Main office location
Agewise Financial Inc.
72960 Fred Waring Drive, Suite 20
Palm Desert CA 92260, United States
Number of offices
1
Most active in
Agewise Financial Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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