RIA Intel›Advisers›Indiana›PLAN WISE WEALTH GROUP, LLC

PLAN WISE WEALTH GROUP, LLC

Advisory

INDIANAPOLIS, IN

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$147K

across 56 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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THE FINANCIAL ADVOCATE CORPORATION

INDIANAPOLIS, IN

$8M

WRIGHT PLANNING, LLC

FISHERS, IN

$8M

WAGNER WEALTH MANAGEMENT LLC

$8M

LORENZ FINANCIAL SERVICES, LLC

$9M

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