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Wealth Wise Planning
Wise Planning is a fee-only financial advisory firm that guides clients through their evolving financial landscape and helps them make informed decisions...
Wealth Wise Planning
Wise Planning is a fee-only financial advisory firm that guides clients through their evolving financial landscape and helps them make informed decisions aligned with their priorities. The firm is compensated solely through fees for service, does not sell financial products or receive commissions, and recommends cost-efficient products that align with client interests. Services are tailored to clients with diverse goals and at all levels of financial wealth.
General information
Firm type
RIA
Year founded
1997
Principals
Debbie Wise
Founder, Senior Planner
Bob Fairbrook
Senior Planner
Albert Barsanti
Lead Planner
Mike Burke
Portfolio Manager
Brooke Crawford
Planner
Andy Holte
Lead Planner
Kevin O’Brien
Lead Planner
Sarah Payne
Planner
Holly Pulliam
Operations Manager
Carrie Walker
Client Service Specialist
Frequently asked questions
What is Wealth Wise Planning?
Wealth Wise Planning is a ria tracked on Altss.
When was Wealth Wise Planning founded?
Wealth Wise Planning was founded in 1997.
What does Altss track for Wealth Wise Planning?
Altss maintains an OSINT-verified profile of Wealth Wise Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Wealth Wise Planning's website?
Wealth Wise Planning's public website is wiseplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wealth Wise Planning?
Wealth Wise Planning is classified by Altss as a RIA.
How does Altss source intelligence on Wealth Wise Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Wealth Wise Planning's Altss profile last updated?
Wealth Wise Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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