WISE PLANNING, INC. is an SEC-registered investment adviser (CRD 123821). Regulatory assets under management: $610.3M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 847-834-9473 |
| — | — | 2 | 847-834-9473 |