This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WISE PLANNING, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Dec 4, 2017

First registration

Dec 20, 2017

Dual registered

no

Other names

Albert Barsanti

IAPD individual key

6877452

• Occurred

  Apr 20, 2022
  Advisor changed firm

  Albert Barsanti left Mercer Global Advisors Inc. for Wise Planning, Inc. (registered 2022-04-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3b48a1a-9727-9732-da16-d6fe6c36feaf

First observed

Dec 20, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.