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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-1998
- Office Locations
- 6
Office Locations
About Wise Planning, Inc.
Wise Planning is a fee-only RIA providing personalized financial and investment planning for individuals and families across a range of wealth levels, including entrepreneurs. The team focuses on objective, cost-efficient portfolio construction and ongoing guidance across complex financial decisions, with planning support spanning taxes, estate and retirement strategies. Custody relationships include Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEBORAH ROSE WISE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1631463
- Ownership
- 75% or more
ROBERT JOSEPH FAIRBROOK
Certified Financial Planner, VICE PRESIDENT
- CRD
- #1230592
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Albert Barsanti Jr.
Advisor
- CRD
- #6877452
Brooke Mackenzie Crawford
Certified Financial Planner
- CRD
- #7487460
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $610,253,304 | $758,079 |
| Total | $610,253,304 | $758,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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