WISDOM FINANCIAL PLANNING

Overview

Wisdom Financial Planning is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm combines fee-based advisory work (percentage of AUM, hourly and fixed fees) with insurance brokerage capabilities, positioning itself to coordinate insurance solutions alongside investment management. Since its SEC registration in 2021 and under individual ownership, Wisdom Financial Planning has shown a clear preference for equity-based strategies: exchange-traded equities are the dominant sleeve of the portfolios they manage. Investment activity centers on liquid public markets with an emphasis on exchange-traded vehicles, supplemented by mutual funds and selective allocations to third‑party hedge funds. The firm is not an active ESG investor, does not act as a capital allocator, and does not operate as a multi-state adviser or pension consultant. That profile suggests a lean advisory offering geared to retail and family clients that want hands-on planning plus discretionary equity exposure, with alternatives used in a supporting role rather than as a primary strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices