Plan Wise Wealth Group, LLC

RIAState Registered

Total AUM

$8.2M

Discretionary

$8.2M

100% of AUM

Avg account

$147K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 333706
Website: www.planwisewealthgroup.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Plan Wise Wealth Group, LLC is an independent, individual-owned RIA organized as an LLC and registered in Indiana. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. It operates as a capital allocator and maintains a fee schedule that includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The firm is affiliated with an insurance company and does not present itself as an active ESG investor or a multi-state adviser.