Wise World Investment Planning provides financial planning services to individuals, trusts, and businesses. They create financial programs based on your financial situation and goals, covering assets, liabilities, insurance, savings, and investments. They also offer estate planning, risk management, and tax reduction strategies. The firm's advisors are also registered representatives of LPL Financial and may receive commissions from selling insurance and securities products.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
An annual Comprehensive Financial Plan update/renewal fee ranging from $475.00 - $1,500.00 may be charged.
- Initial Comprehensive Financial Plan — $795.00 - $1,995.00, depending on complexity. Most often the exact amount is $1,975.
- Estate planning services — $600
- Specific administrative and consulting services — $1,500.00 - $4,500.00 or $350.00 per hour.
Annual Retainer:$475 - $1,500/year
One-Time Plan:$795 - $4,500
Hourly Rate:$350/hr
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