Wise Wealth Management fees
Financial planner in Fort Wayne, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 2, 2026, Wise Wealth Management (Fort Wayne, IN) charges $250-$400 an hour and a quarterly fee of $125-$600 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change.
- Hourly rate
- $250-
$400/hr Starts at the Indiana median of $250 and runs above it.
“Financial Planning engagements range from $250 to $400 per hour, are based on complexity and needs of the Client and may be negotiable in certain cases.”
- Quarterly fee
- $125-
$600/qtr “Ongoing Comprehensive Financial Planning 8 Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in advance, that ranges from $125 to $600 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Wise Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 49
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $6.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 2, 2026
- CRD number
- 312430 (opens in new tab)
- Phone
- (260) 704-7168
Other planners in Fort Wayne that publish fees
- Bassett Financial AdvisorsFort WayneHourly $150/hr
- DentVest LLCFort WayneMonthly $200-$750/mo
- Dickmeyer Boyce Financial Management, IncFort WayneHourly $200/hr
- Gilbert WealthFort WayneHourly $250/hr, Monthly $250-$1,800/mo
- Monarch Capital Management IncFort WayneAnnual up to $5,000/yr
More planners in Indiana that publish fees
- Circle City Wealth Management LLCCarmelFlat $500-$5,000
- Walter Keenan Wealth ManagementSouth BendHourly $350/hr
- Omni Wealth Planning, LLCWest LafayetteHourly $125-$250/hr, Flat $1,200-$8,000
- Integrated Investment Strategies, Inc.CarmelAnnual $5,000-$8,000/yr
- Spyglass Investment ManagementTerre HauteHourly $100/hr
- Harmony Wealth Management LLCLowellHourly $125/hr, Flat $1,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.