Wisdom Planning Group

Overview

Wisdom Planning Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm became SEC-registered in 2025 and serves both individual and family clients as well as institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices