Wise Stewardship Financial Planning, LLC

RIAState Registered
Total AUM
$27.4M
Discretionary
$27.4M
100% of AUM
Avg account
$167K
Accounts
164
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
299721
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61.4%
  • Individuals38.6%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wise Stewardship Financial Planning, LLC is an independent, owner-operated RIA formed as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialized managers. It functions as a capital allocator, directing client capital into third-party managers and pooled vehicles as appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is registered in Florida and Massachusetts and does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 3%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth