Wealth with Wisdom Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
42
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$0
About
The firm advises individuals and high‑net‑worth clients, offering personalized financial planning and consulting and referring or co‑advising clients with third‑party money managers. Services described in the brochure include cash flow and retirement planning, tax and estate planning, insurance review, and investment allocation advice delivered through written plans and ongoing consultations.
Investment services are provided primarily through third‑party managers rather than direct in‑house portfolio management; the firm acts as a co‑advisor and reviews custodial statements and manager performance while the third party retains trading discretion and implements asset allocations based on a modern portfolio/efficient market approach with periodic rebalancing. Financial planning work draws on fundamental and technical analysis and results in a documented plan delivered to the client, with account reviews performed periodically or as circumstances change.
What is distinctive is the firm’s dual role as a fee‑based planner that also has an affiliated insurance practice: the principal is a licensed insurance agent who devotes a portion of time to insurance activities and may offer insurance products to clients, a relationship disclosed as a potential conflict of interest. The firm also departs from many peers by not directly managing client assets or relying solely on direct AUM billing for its advisory relationship, instead channeling portfolio management, fee collection, and trading through recommended third‑party managers.
Client services
Financial planning
Selection of other advisers
Co-advisor/sub-advisor
Expertise
General retirement planning
Income planning
Social Security optimization
General tax planning
Fee options
Fixed fee for financial plans from $250 minimum up to $5000
0.25% to 1.2% annually based on assets managed through Matson Money, Inc.
Hourly rates up to $1000/hour for financial planning and consulting
Minimum fee: Financial planning fixed fee minimum $250 Fee-only: Financial planning and consulting on hourly or fixed fee basis; hourly rate up to $1000/hour; fixed fee between $250 and $5000 per plan
Main office location
Wealth with Wisdom Advisors, Inc.
2000 Pga Blvd, Suite 4440
Palm Beach Gardens FL 33408, United States
Number of offices
1
Most active in
Wealth with Wisdom Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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