Applied Financial Wisdom
Applied Financial Wisdom (CRD# 164428) is a financial advisory firm headquartered in Highland, MD. They manage $27,880,746 in 246 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts246ACCOUNTS
Average Account Value$113,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Christopher Ruspi (CRD# 1934561) is an Investment Advisor Representative working at Applied Financial Wisdom in Highland, MD and has over 29 years of experience in the finance industry. Christopher Ruspi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.