Wise Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,384,207
Total clients
49
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$130,290
About
The firm provides discretionary portfolio management and a range of financial planning services, including hourly consultations, project-based plans, and ongoing comprehensive planning, for individuals, high-net-worth clients, and small businesses. As of December 31, 2025 the brochure reports roughly $6.38 million in discretionary assets under management across 49 client relationships.
The investment approach emphasizes passive portfolio construction using low-cost index mutual funds and exchange-traded funds to pursue diversification, lower internal expenses, and tax efficiency. At the same time, the firm discloses the use of fundamental, technical, and cyclical analysis to inform asset-allocation decisions and occasional sector or tactical adjustments alongside the passive core.
Notable distinctions in the brochure include the principal’s CFP® credential and prior industry experience with large broker-dealers and ETF firms, plus disclosed outside insurance-related activities (consulting and an ownership interest in a property and casualty firm). The firm also recommends Charles Schwab for custody, reports receiving Schwab-related soft-dollar benefits and access to Schwab Advisor Services, and documents quarterly investment reviews with an annual comprehensive plan update as part of its ongoing planning service.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax strategies for small businesses
Fee options
Project-Based Financial Planning fixed fees range from $500 to $5,000
0.25% to 2.50% annually, negotiable, billed quarterly in arrears
$250 to $400 per hour for financial planning engagements
Fee-only: Financial Planning Hourly Fee $250 to $400 per hour; Project-Based Financial Planning fixed fee $500 to $5,000; Ongoing Comprehensive Financial Planning $125 to $600 per quarter
Main office location
Wise Wealth Management
4656 West Jefferson Blvd Suite 210
Fort Wayne IN 46804, United States
Number of offices
2
Most active in
Wise Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Texas
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
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