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 combines financial planning with discretionary portfolio management for individuals and small businesses, and it lists pension consulting among its advisory services. Its client base spans affluent individuals and families as well as some institutional relationships. Wisdom Planning Group charges both a percentage-of-AUM fee and fixed fees, which supports recurring financial-planning engagements alongside ongoing asset management. Investment activity centers on public funds and mutual funds as the primary portfolio building blocks, while the firm also allocates to external alternative managers to complement core equity and fixed-income exposure. Wisdom Planning Group is not an active ESG investor, operates under a single-state registration profile, and reports itself as an established adviser rather than a newly formed shop.

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Investments & Alternatives

Location & Offices