Wise Planning, Inc.
- Regulatory AUM
- $610M
- Discretionary
- $0
- Clients
- 203
- Avg AUM / client
- $3.0M
- Accounts
- 805
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $36.8M | 6.02% |
| High net worth individuals | 145 | $574M | 94.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deborah Rose Wise | President And Chief Compliance Officer | CFP | Nov 1998 (28y) | 75% or more |
| Robert Joseph Fairbrook | Vice President | Jan 2007 (20y) | Less than 5% | |
| Kevin Luhr O'brien | Registered representative | CFP | Jan 2021 (6y) | |
| Andrew Donald Holte | Registered representative | Feb 2022 (4y) | ||
| Albert Barsanti | Registered representative | CFP | Apr 2022 (4y) | |
| Brooke Mackenzie Crawford | Registered representative | CFP | Jan 2024 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $598M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗