# Plan Wise Wealth Group, LLC

> Plan Wise Wealth Group, LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 333706
- Filed as: PLAN WISE WEALTH GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333706
- AdvisorCensus page: https://advisorcensus.com/firm/plan-wise-wealth-group-llc-indianapolis-in-333706

## Quick answers

**How is Plan Wise Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plan Wise Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Plan Wise Wealth Group, LLC located?**
Plan Wise Wealth Group, LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Plan Wise Wealth Group, LLC registered with the SEC or a state?**
Plan Wise Wealth Group, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333706.

**How much does Plan Wise Wealth Group, LLC manage?**
Plan Wise Wealth Group, LLC reports $8,237,290 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Plan Wise Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40).

**Does Plan Wise Wealth Group, LLC 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/333706

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,237,290
- Discretionary: $8,237,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $8,237,290 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- planwisewealthgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plan Wise Wealth Group, LLC (CRD 333706): Form ADV filing data as of October 2026.