Wisdom Wealth Investment Advisors LLC

Updated today

Find your advisor

Client assets under management

$138,796,319

Clients

270

15% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

135

Very High

Average account size

$514,060

About

The firm provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, offering portfolio management, financial planning, pension consulting and advisory consulting. It reports managing roughly $138.8 million in client assets for about 270 clients.

The firm provides both discretionary and non‑discretionary portfolio management and tailors allocations and model portfolios to client objectives while incorporating financial planning into ongoing account oversight at no separate charge. For retirement plans it delivers pension consulting and participant education (covering topics such as diversification, asset allocation, risk tolerance and time horizon) and, where authorized, manages held‑away defined‑contribution accounts using a third‑party Pontera platform.

Distinctive features include an affiliated tax preparation business owned by a firm principal, which the firm discloses as a potential conflict when tax services are recommended. The advisory team also includes professionals licensed as insurance agents and registered representatives, and the brochure discloses that insurance and brokerage activities are conducted separately from the firm’s advisory services.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy Options & derivatives strategies Real estate investing

Fee options

Fixed

Financial planning or advisory consulting flat fees generally range from $1,500 to $5,000 depending on scope and complexity; pension consulting flat fees may be higher.

Percentage

$0.00 - $24,999.99: 2.00% $25,000.00 - $49,999.99: 2.00% $50,000.00 - $99,999.99: 2.00% $100,000.00 - $249,999.99: 1.75% $250,000.00 - $499,999.99: 1.75% $500,000.00 - $749,999.99: 1.50% $750,000.00 - $999,999.99: 1.25% $1,000,000.00 - $1,499,999.99: 1.00% $1,500,000.00 - $1,999,999.99: 1.00% $2,000,000.00+: 1.00%

Commissions

Insurance commissions earned by persons associated with the firm who are licensed insurance agents; commissions are separate and in addition to advisory fees.

Project-based

$150 to $250 per hour for financial planning or advisory consulting services (negotiable)

Other

Account minimum: No minimum (generally no minimum dollar amount to open and maintain an advisory account, but firm may terminate if account falls below a minimum size at their discretion)

Main office location

Wisdom Wealth Investment Advisors LLC

6930 E. Chauncy Lane, Suite 220

Phoenix AZ 85054, United States

Number of offices

Most active in

Arizona · California · Louisiana · Nevada

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (602) 494-4100

Advisors at this firm

Blake B

ChFC®, Series 63, Series 65

Phoenix, AZ

Wisdom Wealth Investment Advisors LLC

Blake Bottle is a financial advisor at Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, holding the ChFC® designation with 35 years of industry experience. He previously worked at Concourse Financial Group Securities and Proequities, Inc. He is involved in multiple financial services activities, including facilitating financial planning and securities sales through BOTTLE & MCINERNEY, LLC, and assisting clients with basic estate planning documents at Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $138.8 million in client assets. The firm offers both discretionary and non-discretionary portfolio management, integrating financial planning into ongoing account oversight without additional fees, and provides pension consulting and participant education for retirement plans.

Retirement income strategy Options & derivatives strategies Real estate investing

Joseph M

CFP®, Series 63, Series 65

Phoenix, AZ

Wisdom Wealth Investment Advisors LLC

Joseph Mcinerney is a CFP® professional with 31 years of industry experience. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. from 1998 to 2017. Outside of advisory work, he is an enrolled agent providing tax preparation and planning services and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering portfolio management, financial planning, and pension consulting. The firm manages approximately $138.8 million in client assets and integrates tailored portfolio management with financial planning and participant education.

Retirement income strategy Options & derivatives strategies Real estate investing

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support