AdvizorPro

Plan Wise Wealth Group, LLC

Plan Wise Wealth Group, LLC. CRD 333706

P

CRD: 333706

Plan Wise Wealth Group, LLC

Indianapolis, IN, 46256
3177597328
www.planwisewealthgroup.com
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
MomentumBridge +more
Established Date
10-01-2024
Office Locations
1

Office Locations

9998 Crosspoint Blvd Suite 320 Indianapolis IN

About Plan Wise Wealth Group, LLC

Plan Wise Wealth Group is an Indiana-registered, independent fee-based fiduciary focused on pre-retirees and retirees. The firm delivers retirement income planning across accumulation, distribution, and preservation, plus tax planning, Social Security maximization, and ongoing investment/wealth management (including RMD/QCD, IRMAA, and Roth strategies). Its JETBook deliverable and P.I.L.O.T. process—supported by risk-scoring software and local seminar events—differentiate the client experience; custody includes Charles Schwab.

Team overview

-- AVG AGE
$4.3M AVG AUM / ADVISOR
$195.6K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

See the complete signal summary connected to harbor.
Open the full profile to inspect shifts in north delta.
Premium access reveals conviction themes in pioneer vector.
Request access to benchmark trends tied to optima.
Request access to benchmark trends tied to harbor eagle.
Premium access reveals conviction themes in catalyst radial frontier.
Full visibility includes strategy notes for legacy signal matrix.
Request access to benchmark trends tied to value oak.

Asset Classes

Vital peak Optima meridian Summit

Client Personas

Catalyst

Custodian

Horizon value Foundation optima Focus unison North Eagle

Investment Themes

Momentum atlas North

Investment Vehicles

Horizon optima

Services

Meridian Insight Frontier Delta Insight Peak Signal

Technology

Legacy Delta Momentum horizon Quantum pioneer

Owner & Executives

H

Hannah Hirtle

Director

CRD
--
Ownership
50% but less than 75%
(956) 824-6189
peak.peak@capitalcapital.com
in linkedin.com/in/pathway-frontier
R

Richard Hirtle

Chief Compliance Officer, Managing Member

CRD
#7999396
Ownership
50% but less than 75%
(779) 418-7957
focus.matrix@harborcapital.com
in linkedin.com/in/focus-horizon

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,304,169 --
Non-Discretionary $0 --
Total $4,304,169 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $4,304,169

$4.3M Total SMA
Equity - Exchange:
19.5%
Public Funds:
27.1%
U.S. Government/Agency:
21.9%
Cash:
31.5%
Asset class Assets Assets %
Equity - Exchange $715,685,725 19.5%
Public Funds $994,619,648 27.1%
U.S. Government/Agency $803,770,121 21.9%
Cash $1,156,107,709 31.5%
Total $3,670,183,203 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform