Weise Financial Wellness, LLC is a registered investment advisor located in Middlebury, Connecticut, founded by principal owner Brooke Weise in 2024. Weise Financial Wellness operates as a planning-focused firm and does not manage client investment portfolios or offer ongoing investment management services. Instead, the firm specializes in personalized financial planning covering retirement, estate planning strategies, tax planning strategies, cash flow and debt management, business consulting, employee benefits, college savings, and risk management. Services are delivered through one-time comprehensive financial plans, ongoing financial planning relationships with regular check-ins, or project-based engagements tailored to specific client questions. Weise Financial Wellness is a fee-only firm, meaning compensation comes solely from client fees without commissions, product sales, or third-party kickbacks. The firm serves individuals and high-net-worth individuals with no minimum account size required.
Fee Structure
Weise Financial Wellness charges starting at $3,000 per year for ongoing financial planning, following the delivery of an initial comprehensive financial plan. Fees can be paid monthly, quarterly, or semi-annually after the services are provided. This ongoing service includes regular check-ins at least quarterly, continuous monitoring of progress toward established goals, plan updates as life situations evolve, and availability for unexpected life events.
- Comprehensive financial plan — Starting at $1,500, involving an in-depth review of your financial resources, goals, and objectives, resulting in a detailed written or electronic plan delivered during an in-depth review meeting.
- Project-based financial planning — Fixed fees starting at $1,500, or hourly billing at $300 per hour with a two-hour minimum, designed for addressing specific financial questions or targeted issues.