Wisdom Wealth Strategies

Updated today

Find your advisor

Client assets under management

$190,454,507

Clients

219

36% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

110

Very High

Average account size

$869,655

About

Wisdom Wealth Strategies serves individuals and high-net-worth clients, their trusts and estates, and small-business personnel with financial planning, portfolio management and investment supervisory services. The SEC-registered, two-advisor firm manages approximately $190 million for roughly 219 clients and also provides tax return preparation and related tax consultation as part of its service offerings.

The firm applies a blend of fundamental and technical analysis and implements active, core-plus-satellite and passive strategies, tailoring asset allocation and investment guidelines to each client’s risk tolerance and objectives. Portfolios emphasize diversification, tax-efficiency and use of low-cost vehicles when appropriate, with discretionary management and periodic rebalancing used to maintain target allocations.

What distinguishes the firm from many peers is that firm personnel are licensed insurance agents and the adviser offers in-house tax preparation supported by credentialed tax staff, enabling coordinated advice across insurance, tax and investment matters; the brochure discloses that associates may receive insurance compensation when appropriate. The firm also discloses it will not vote proxies on clients’ behalf and operates with a single recommended custodian program that provides institutional services to the adviser, considerations prospective clients may want to review.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing

Fee options

Fixed

Fixed fees ranging from $500 to $10,000 per plan

Percentage

$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.10% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.90% annually $3,000,000 - $3,999,999: 0.80% annually $4,000,000 - $4,999,999: 0.70% annually $5,000,000+: 0.60% annually

Project-based

$350 per hour billed in 15-minute increments

Other

Fee-only: Fixed fees from $500 to $10,000 per plan; Hourly rate $350 per hour

Main office location

Wisdom Wealth Strategies

7400 East Orchard Road, Suite 130

Greenwood Village CO 80111, United States

Number of offices

Most active in

Colorado

Disclosures

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:

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.

Accountant / CPA / tax prep

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

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 720-314-8009

Advisors at this firm

Andrea B

CFP®, ChFC®, Series 63, Series 66

Greenwood Village, CO

Wisdom Wealth Strategies

Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.

Active portfolio management Passive / index investing

Joseph C

CFP®, Series 63, Series 65

Greenwood Village, CO

Wisdom Wealth Strategies

Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.

Active portfolio management Passive / index 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