Plan Wise Wealth Group, LLC

Overview

Plan Wise Wealth Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers, and describes itself as a capital allocator. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. An affiliation with an insurance company is noted in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives