# Wealth Wise Planning

Wealth Wise Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** https://wiseplanning.com/

## Regulatory record

- **CRD number:** 334735
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334735

## About

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.

## People

- 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

## Related profiles

- [Houten Haley Financial LLC](https://altss.com/profile/houten-haley-financial-llc)
- [Orange Mink Capital Management LLC](https://altss.com/profile/orange-mink-capital-management-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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