# Wise World Investment Planning

> Wise World Investment Planning is a state-registered investment advisory firm in Chandler, AZ, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 116470
- Filed as: WISE WORLD INVESTMENT PLANNING
- Legal name: Win Win Investment Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116470
- AdvisorCensus page: https://advisorcensus.com/firm/wise-world-investment-planning-chandler-az-116470

## Quick answers

**How is Wise World Investment Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Wise World Investment Planning 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 World Investment Planning located?**
Wise World Investment Planning's principal office is in Chandler, AZ, according to its Form ADV.

**Is Wise World Investment Planning registered with the SEC or a state?**
Wise World Investment Planning is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 116470.

**Does Wise World Investment Planning 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/116470

## 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) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wwinvestment.com
- Facebook @WinWinInvestmentPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise World Investment Planning (CRD 116470): Form ADV filing data as of October 2026.