PLAN WISE WEALTH GROUP, LLC

Overview

Plan Wise Wealth Group, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and combines fee-based advisory work — percentage of AUM, hourly and fixed fees — with financial planning and discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Investment activity shows a clear tilt toward publicly traded equities: exchange-traded securities are the dominant allocation across managed accounts. As a small, boutique RIA the firm appears to emphasize liquid, listed equity exposure supplemented by mutual funds and selective allocations to real estate-focused alternative managers. Plan Wise Wealth Group maintains an insurance company industry affiliation, which can inform certain client planning and risk-management conversations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices