# Wise Stewardship Financial Planning, LLC

> Wise Stewardship Financial Planning, LLC is a state-registered investment advisory firm in Lakewood Ranch, FL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 299721
- Filed as: WISE STEWARDSHIP FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakewood Ranch, FL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299721
- AdvisorCensus page: https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721

## Quick answers

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

**Where is Wise Stewardship Financial Planning, LLC located?**
Wise Stewardship Financial Planning, LLC's principal office is in Lakewood Ranch, FL, according to its Form ADV.

**Is Wise Stewardship Financial Planning, LLC registered with the SEC or a state?**
Wise Stewardship Financial Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299721.

**How much does Wise Stewardship Financial Planning, LLC manage?**
Wise Stewardship Financial Planning, LLC reports $27,420,588 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Wise Stewardship Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (9).

**Does Wise Stewardship Financial Planning, 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/299721

## 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: $27,420,588
- Discretionary: $27,420,588
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $10,583,642 |
| High net worth individuals | 9 | $16,836,946 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisestewardshipfp.com
- Facebook @WiseStewardshipFP
- Instagram @wisestewardshipfinancialplan
- LinkedIn @wise-stewardship-financial-planning
- X @danielmkopp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise Stewardship Financial Planning, LLC (CRD 299721): Form ADV filing data as of October 2026.