A complete list of active advisors currently associated with WisePath Financial Planning, LLC
Warmer can help you find a great advisor at WisePath Financial Planning, LLC or one who fits your needs even better.
The firm provides investment management and financial planning to individuals, high-net-worth individuals, and businesses, offering both discretionary portfolio management and written financial plans. Planning is available as one-time project engagements or ongoing advisory relationships that include periodic monitoring and plan updates. The adviser operates as a fee-only, solo practitioner and typically implements asset-allocation strategies grounded in Modern Portfolio Theory, using a mix of passive and active funds and, when appropriate, third-party outside managers or model portfolios. Methods of analysis described in the brochure include fundamental, technical, and charting approaches, and investment supervision is tailored to clients’ risk tolerance and written restrictions when requested. What is distinctive about this firm is its affiliation with a public accounting practice: the principal is a licensed CPA who provides tax and accounting services through a related firm and will refer clients between the advisory and accounting practices while clients remain free to decline those referrals. The brochure also notes the adviser requires clients to establish accounts at a specific custodian (Schwab) for custody and trading, and the firm was newly registered in 2026 with no assets under management at the time of filing.
To learn more about the advisors currently working at WisePath Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Simpsonville, SC
| 0
|
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