Wise World Investment Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Wise World Investment Planning is a registered investment adviser that provides comprehensive financial planning, account review, securities research, estate planning assistance, and related advisory services to individuals, trusts, and businesses. Although the firm is categorized as an investment manager, its brochure indicates it currently reports no assets under management and focuses on preparing and implementing financial plans for clients.
The firm uses both fundamental and technical analysis and tailors strategies to client suitability, recommending long‑term and short‑term purchases while noting that short sales and margin are seldom employed. Representatives contact clients at least annually and typically more frequently (quarterly), and execution and custody are handled through a third‑party broker‑dealer arrangement rather than by the firm directly.
Noteworthy features include the firm’s reliance on fixed and hourly billing for planning and consulting rather than a percentage‑of‑assets model, a billing approach that is uncommon among peers in this category. The brochure also discloses that advisors hold broker‑dealer and insurance licenses and may receive commissions for product sales—product sales and related activities account for a substantial portion of their time—creating potential conflicts of interest that the firm identifies in its disclosures.
Client services
Expertise
Fee options
Fixed fees for initial financial plan ($795-$1,995), estate planning ($600), consulting ($1,500-$4,500)
Advisors may receive commissions as insurance agents for insurance product sales
Financial planning hourly rate $350 per hour, may be increased depending on complexity
Fee-only: Fixed fees for financial planning from $795 to $1,995 (most often $1,975), annual plan updates $475 to $1,500, fixed fee for estate planning $600, consulting fixed fees $1,500 to $4,500, hourly fee $350 per hour with bulk discounted rates
Main office location
Wise World Investment Planning
575 W Chandler Blvd, Suite 220
Chandler AZ 85225-7534, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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