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Wisdom Index Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$201,086,725
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
184
41% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
184
Very HighAverage account size
$1,092,863
About
Wisdom Index Advisors serves individuals (including high‑net‑worth clients), trusts, charitable organizations, pension and profit‑sharing plans, estates and small businesses with discretionary investment management, retirement‑plan fiduciary services and broader financial planning. Its offerings include portfolio management guided by a client Investment Policy Statement and a proprietary Wisdom Index, along with non‑securities advice on tax, insurance, cash flow and estate considerations.
The firm’s investment approach is grounded in market‑based, academic principles—citing Nobel‑prize‑winning research—and emphasizes long‑term holding, asset allocation, and disciplined rebalancing rather than stock‑picking or market timing. Portfolios are constructed from mutual funds, ETFs, individual fixed‑income securities and modest allocations to interval funds, are globally diversified (the brochure references exposure across 40+ countries and over 14,000 positions), and draw on research resources and economists affiliated with Dimensional Fund Advisors.
What is distinctive about Wisdom Index relative to many peers is its scale per advisor: the firm manages roughly $221 million in assets, producing an assets‑per‑advisor ratio that is uncommon among supported firms. The brochure also highlights routine advanced planning and ERISA 3(38) plan services and the firm’s use of AI tools for operational tasks (client communication, document analysis and compliance monitoring) under human oversight rather than for autonomous investment decisions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
$0 - $499,999: 1.0% $500,000 - $999,999: 0.9% $1,000,000 - $1,499,999: 0.8% $1,500,000 - $1,999,999: 0.7% $2,000,000 - $5,000,000: 0.5% $5,000,000+: Negotiable
Up to $250/hour, negotiable and agreed in writing
Account minimum: $1,000,000
Main office location
Wisdom Index Advisors
102 S. Main Street
Prosper TX 75078, United States
Number of offices
2
Most active in
Wisdom Index Advisors has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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