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Financial ADVSR advisor directory · SEC adviser records

Wise Planning, Inc. financial advisors

Every SEC-registered investment adviser representative at Wise Planning, Inc., by the state and city of the office they work from.

6 registered advisors work at Wise Planning, Inc., in 5 states and 5 cities; the most are in Seattle, WA (2). 4 list the CFP designation and 0 are also registered broker representatives.

Search every Wise Planning, Inc. advisor by name →Who joined and left Wise Planning, Inc. →Wise Planning, Inc.: assets, clients and custodians →

Cities with the most Wise Planning, Inc. advisors

Seattle, WA 2Belle Mead, NJ 1Keene, NH 1Vienna, VA 1York, SC 1

Wise Planning, Inc. advisors by state

Wise Planning, Inc. in Washington 2

Seattle 2

Wise Planning, Inc. in New Hampshire 1

Keene 1

Wise Planning, Inc. in New Jersey 1

Belle Mead 1

Wise Planning, Inc. in South Carolina 1

York 1

Wise Planning, Inc. in Virginia 1

Vienna 1

Questions

How many financial advisors does Wise Planning, Inc. have?

6 investment adviser representatives are registered with Wise Planning, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 5 cities. 4 list the CFP designation and 0 are also registered as broker representatives.

Where does Wise Planning, Inc. have the most advisors?

Seattle, WA, with 2 registered advisors, then Belle Mead, NJ (1). By state, Washington has the most, with 2.

How do I find a Wise Planning, Inc. financial advisor near me?

Pick your state below, then your city, to see every Wise Planning, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Wise Planning, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →