Wise Financial Strategies, LLC
Firm details
- Headquarters
- Lakeland, Florida
- CRD number
- 339861
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wise Financial Strategies, LLC is a limited liability company that provides financial planning and portfolio management services tailored to individuals and small businesses. The firm also offers educational seminars and workshops and acts as a capital allocator by selecting other advisers on behalf of clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Wise Financial Strategies does not identify as an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm lists an industry affiliation with accountants.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Trisha Floyd
CRD 8238186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeland, FL
Polk
Location
Lakeland, FL
Headquartered in Lakeland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Polk
- Address
- 4215 Old Road 37
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Alpha Advisors, LLC
RIALakeland, FL
Capstone Wealth Management Corp.
RIALakeland, FL
CPS Investment Advisors
RIALakeland, FL
Hurlburt Financial
RIALakeland, FL
Agamerica Lending LLC
RIALakeland, FL
Henley Advisors, LLC
RIALakeland, FL