Wise Stewardship Financial Planning, LLC

Overview

Wise Stewardship Financial Planning, LLC is an independent, individual-owned RIA organized as an LLC serving primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility to accommodate both ongoing asset management relationships and project-based planning work. The firm is identified as a capital allocator, but it does not market itself as an ESG-focused adviser or a multi-state adviser in the source filing.

Assets & Accounts

Public Holdings

Investments & Alternatives