Wealthwise Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,766,403
Clients
44
39% 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
44
HighAverage account size
$1,131,055
About
WealthWise Financial Solutions provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. In addition to portfolio management and ongoing advisory consultations, the firm offers tax planning, accounting, and tax preparation services to both advisory and non‑advisory clients.
The firm employs a fundamental‑analysis approach to portfolio construction, typically using diversified allocations of index and actively managed mutual funds and exchange‑traded funds alongside individual equities and fixed‑income securities, and it generally manages client accounts on a discretionary basis with periodic (at least quarterly) reviews. Custodial and execution services are arranged through a third‑party custodian and the firm emphasizes asset allocation, diversification, risk management, and tax efficiency in its recommendations.
What is distinctive about the firm compared with most independent advisers is its operation as an accounting practice in addition to an investment advisory business and its leadership’s professional accounting and investment credentials; these accounting and tax services are separately compensated and the firm discloses the resulting conflicts of interest. The practice manages roughly $49.8 million for a relatively small client base, and discloses that accounting work may occupy a meaningful portion of the firm’s time, which can affect how services are coordinated and delivered.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Retirement withdrawal strategies
Fee options
$0 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
$240.00 per hour for financial planning and advisory consultation services
Account minimum: $1,000 annually minimum fee Minimum fee: Minimum annual fee of $1,000 ($250 quarterly minimum) for investment management services
Main office location
Wealthwise Financial Solutions, LLC
Suwanee GA, United States
Number of offices
1
Most active in
Wealthwise Financial Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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
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")