About the Firm


WiseWealth, Inc was founded in 2006 by Brendan McNamar CFP® as a Fee-Only, Registered Investment Advisor Firm and member of the Garrett Planning Network Inc. The firm’s purpose is to provide financial planning and portfolio management services to people from all walks of life. Financial planning services are provided on an as needed, hourly basis. Portfolio Management is provided on an on going basis. Fees for portfolio management are based on the size of the portfolio and are priced to make WiseWealth, Inc. a discount provider of these services.

WiseWealth Inc. is a Fee-Only firm. This means 100% of our compensation comes directly from the clients who hire us. WiseWealth never receives a commission or payment from any third party. This allows us to meet our fiduciary duty to place our client’s best interest first. We are paid for our time and expertise in helping our clients meet their financial goals as efficiently as possible.

WiseWealth, Inc. is a Registered Investment Advisory firm in the State of Arizona. This is valuable to clients for two reasons;

  • First, all clients are required, by law, to be presented with a form ADV Part II and a Schedule F. These documents outline important details about the firm and its founder. These documents confirm that a firm is truly Fee-Only in its compensation.

  • Second, all Registered Investment Advisory firms, by law, have a fiduciary duty to their clients. Simply put it is WiseWealth’s duty to put the client’s best interest first and disclose any known conflicts of interest. This is a much higher standard than stock brokers and insurance sales people who hold themselves out to be financial planners are required to follow.

WiseWealth, Inc. is a member of the Garrett Planning Network. This allows WiseWealth to benefit from the collective knowledge of over 250 like minded Fee-Only planners. To learn more about the Garrett Planning Network please visit the network’s website at: www.garrettplanningnetwork.com.


Read more About The Founder.

                                
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