Wealth Wise Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“In addition, we charge a monthly fee for Ongoing Financial Planning of $100 per hour plus $25 for online planning.”

Flat or project fee

$500⁠-⁠$5,000

“Ongoing Financial Planning WWP collects an initial fee of $500 - $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealth Wise Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are paid by electronic funds transfer (EFT) or check.”

How Wealth Wise Planning’s fees compare

• Its hourly rate of $100 is below the Delaware median of $300. None of the 18 other Delaware planners that publish an hourly rate charge less.
• None of the 10 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Delaware median of $3,575. 18% of the 11 other Delaware planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Wilmington that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealth Wise Planning

• Principal: Beth Moore
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334735

Phone

(302) 521-3750

Other planners in Wilmington that publish fees

• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Benchmark Financial, LLCWilmington$500/hr, $1,500
• Creative Financial Concepts, Inc.Wilmington$150/hr, $300
• Delaware Advisory Group, Inc.Wilmington$350/hr

Compare all 17 planners in Wilmington