Wise Financial Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consulting fees will be charged as a fixed fee which is based upon a negotiable hourly rate of $300. $500 may be due upon the inception of the Financial planning or consulting relationship and will be applied against the initial invoice.”

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

How Wise Financial Strategies, LLC bills

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

• “Clients may also elect to be billed directly for investment supervisory services and 401(k) service fees, payable by check, or to authorize CPS to directly debit fees from client accounts.”
• “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Wise Financial Strategies, LLC’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lakeland that publish an hourly rate charge less.

About Wise Financial Strategies, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339861

Phone

(863) 701-7885

Other planners in Lakeland that publish fees

• Alpha Advisors, LLCLakeland$150⁠-⁠$200/hr, $500⁠-⁠$2,500
• Greenbridge Partners LLCLakeland$250⁠-⁠$1,250/hr, $250⁠-⁠$12,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 8 planners in Lakeland