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WISE PLANNING, INC.
CRD 123821File 801-114999
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$610.3M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $610.3M
Clients
203
805 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 12, 2019
- Principal office
- Not reported
- Phone
- 847-834-9473
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $610.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $610.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 805
- Total accounts
- 805
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $573.5M |
| Individuals (other than high net worth individuals) | 58 | $36.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.