Overview
Assets Under Management: $166 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 57
Average Client Assets: $2.4 million
Frequently Asked Questions
WISDOM FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145275), WISDOM FINANCIAL PLANNING is subject to fiduciary duty under federal law.
WISDOM FINANCIAL PLANNING is headquartered in TAMPA, FL.
WISDOM FINANCIAL PLANNING serves 57 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WISDOM FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
WISDOM FINANCIAL PLANNING manages $166 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WISDOM FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.52%
Average Client Assets: $2.4 million
Total Client Accounts: 492
Discretionary Accounts: 477
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 145275
Filing ID: 2046841
Last Filing Date: 2026-03-31 11:32:03