Plan Wise Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,304,169
Clients
22
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
22
TypicalAverage account size
$195,644
About
Plan Wise Wealth Group, LLC provides discretionary and non‑discretionary asset management, financial planning, and consulting primarily for individual (non‑high‑net‑worth) clients. The firm also offers access to third‑party managers via sub‑advisor and co‑advisor arrangements and supports client‑directed accounts and limited consulting engagements.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and may employ fundamental, technical, charting, and cyclical analysis across long‑term and trading strategies. Accounts are reviewed at least quarterly and the firm can implement or select model portfolios managed by third parties to maintain client risk profiles.
Noteworthy aspects include an affiliated insurance business whose representatives may receive commission compensation for insurance products, a relationship the brochure discloses as a potential conflict of interest and which the firm says it mitigates through disclosure and procedures. The firm is small — roughly $4.3 million in AUM with a single adviser serving about 22 clients — and discloses additional economic arrangements such as fee‑sharing incentives with its co‑advisor and certain custodian benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Long-term care insurance
Tax-loss harvesting
Fee options
Financial planning services flat fee between $1,000 and $3,000.
2.0% annually (flat rate for direct asset management)
Insurance products sold by advisor as licensed insurance agent with typical commissions received.
$225 per hour for financial planning services.
Main office location
Plan Wise Wealth Group, LLC
9998 Crosspoint Blvd, Suite 320
Indianapolis IN 46256, United States
Number of offices
1
Most active in
Plan Wise Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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.
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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
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