# AGE Wisely Financial

> AGE Wisely Financial is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated February 10, 2026.

- CRD: 331644
- Filed as: AGE WISELY FINANCIAL
- Legal name: AGE Wisely Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Delaware
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331644
- AdvisorCensus page: https://advisorcensus.com/firm/age-wisely-financial-331644

## Quick answers

**How is AGE Wisely Financial compensated?**
On its Form ADV (Item 5.E, October 2026), AGE Wisely Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is AGE Wisely Financial registered with the SEC or a state?**
AGE Wisely Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331644.

**What types of clients does AGE Wisely Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (8).

**Does AGE Wisely Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331644

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | Not reported |
| High net worth individuals | 8 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agewiselyfinancial.com
- LinkedIn @kevin-lam-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AGE Wisely Financial (CRD 331644): Form ADV filing data as of October 2026.