# WISE PLANNING, INC.

WISE PLANNING, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 123821
- Type: SEC-registered investment adviser
- SEC file number: 801-114999
- Phone: 847-834-9473
- Latest filing: 2026-02-23
- Regulatory AUM: $610.3M
- Non-discretionary AUM: $610.3M
- Clients: 6
- Accounts: 805

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Deborah Rose Wise | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Fairbrook | VICE PRESIDENT | — |
| WISE DEBORAH ROSE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FAIRBROOK ROBERT JOSEPH | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123821/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123821/similar
- Related entities: https://search.stillhousedata.com/firm/123821/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123821

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.