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Wealth Wise Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net worth
Advisors
1
of 1 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
5
Very LowAverage account size
$0
About
Wealth Wise Planning is a fee‑only advisory firm that provides comprehensive financial planning to individuals and high‑net‑worth clients through project‑based and ongoing engagements. The firm is a recently established, single‑advisor practice with a very small client roster and does not provide portfolio management or custody of client assets.
The firm’s planning work covers business planning, cash‑flow and debt management, college savings, retirement distribution strategies, estate and tax planning, insurance review, and socially responsible investing, and may include asset allocation and mutual fund/ETF analysis as part of recommendations. Wealth Wise delivers advice and written plans but does not execute trades or select custodians on clients’ behalf, and it charges fixed/hourly planning fees rather than a percentage‑of‑assets model.
Distinctive features include reliance on a CFP®‑credentialed principal and a stated absence of broker‑dealer affiliations, third‑party compensation, or performance‑based fees. Because the firm does not manage client accounts, implementation, trade execution, and custody arrangements remain the client’s responsibility, and the firm coordinates with outside professionals (attorneys, accountants, etc.) on a referral or collaborative basis.
Client services
Financial planning
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Social Security optimization
Fee options
Fixed fees for project-based financial planning range from $250 to $5,000
Hourly rate of $100 per hour for project-based financial planning; ongoing financial planning billed at $100 per hour plus $25 for online planning
Minimum fee: Initial fee for ongoing financial planning ranges from $500 to $5,000 Fee-only: Fee-only firm compensated solely by clients for financial planning services
Main office location
Wealth Wise Planning
Wilmington DE, United States
Number of offices
1
Most active in
Wealth Wise Planning has reported serving >5 clients in these states in the last 12 months.
Delaware
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:
-
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.
-
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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