# Wise Financial Counsel, LLC

> Wise Financial Counsel, LLC is a state-registered investment advisory firm in Fort Washington, MD, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated January 8, 2026.

- CRD: 313630
- Filed as: WISE FINANCIAL COUNSEL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Washington, MD
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313630
- AdvisorCensus page: https://advisorcensus.com/firm/wise-financial-counsel-llc-fort-washington-md-313630

## Quick answers

**How is Wise Financial Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wise Financial Counsel, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wise Financial Counsel, LLC located?**
Wise Financial Counsel, LLC's principal office is in Fort Washington, MD, according to its Form ADV.

**Is Wise Financial Counsel, LLC registered with the SEC or a state?**
Wise Financial Counsel, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313630.

**What types of clients does Wise Financial Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Wise Financial Counsel, 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/313630

## 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) | 11 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisefinco.com
- Facebook @wisefinco
- Instagram @wisefinco
- LinkedIn @wise-financial-counsel
- X @wisefinco

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise Financial Counsel, LLC (CRD 313630): Form ADV filing data as of October 2026.