Finance Wisdom
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,359,964
Total clients
128
2% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$455,937
About
Finance Wisdom LLC provides discretionary portfolio management and financial planning to individuals, families, and businesses. The small firm manages roughly $58.4 million for about 128 client relationships with three advisors and offers both ongoing and one‑time planning engagements, as well as insurance product transactions including annuities.
The firm constructs diversified portfolios primarily using low‑cost ETFs and mutual funds, applies Modern Portfolio Theory, and relies on third‑party institutional research and model portfolios (including Wealthspire allocations) to tailor client portfolios. Accounts are managed on a discretionary basis with periodic reviews (at least annually) and electronic client access to performance, holdings, and balances through the custodian portal.
Compared with peers, Finance Wisdom both sponsors and manages a wrap/bundled fee program (with a separate wrap program brochure) and treats wrap accounts no differently than non‑wrap accounts. The firm also discloses that a principal is a licensed insurance agent and owner of an insurance agency and that one advisor has an affiliation with another broker‑dealer, so insurance sales and those outside affiliations are a material source of potential conflicts the firm documents in its disclosures.
Client services
Expertise
Fee options
Financial planning fees range from $1,500 to $10,000 for one-time plans
2.00% annually (maximum, negotiable)
Commissions may be received from sale of insurance products
Up to $400 per hour for financial planning (Washington clients)
Ongoing financial planning fees typically between $50 and $400 per month
Main office location
Finance Wisdom
Edgewood NM, United States
Number of offices
1
Most active in
California · Colorado · Florida · Louisiana · Nevada · New Mexico · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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