Capital Wise Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,993,494
Total clients
11
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$363,045
About
Capital Wise Advisory is an independent, fee‑only investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm also coordinates referrals to outside professionals and may recommend third‑party investment managers when appropriate.
Portfolios are built around client risk tolerance and asset allocation using a mix of passive and active approaches, fundamental and technical analysis, and modern portfolio theory principles. The adviser can implement model portfolios via a model marketplace and engage outside managers while retaining oversight and discretionary authority.
The practice is a single‑advisor operation with a very small number of client relationships and modest assets under management, and it requires clients to custody accounts with its recommended custodians—factors that make its service model more concentrated and custodial‑dependent than many peers. The lead advisor has prior institutional advisory experience, holds retirement and wealth planning credentials, and maintains a state real‑estate license as an outside business activity.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Fee options
Fixed fees for financial planning services range from $1,000 to $10,000
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
$250 to $500 per hour for financial planning services
Account minimum: $350,000 Minimum fee: $6,000 annual minimum fee for investment management services Fee-only: Fee-only firm; fees are only from clients for advisory services, no commissions accepted.
Main office location
Capital Wise Advisory
28210 Paseo Drive Suite 190 Office 314
Wesley Chapel FL 33543, United States
Number of offices
1
Most active in
Capital Wise Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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