Wisdom Planning Group

Wisdom Planning Group (CRD# 305721) is a financial advisory firm headquartered in Orlando, FL. They manage $81,098,547 in 205 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

3322 Clay Ave, Orlando, FL 32804

https://www.wisdompg.com

By the Numbers

Total Assets Under Management

81

MILLION
Total Number of Accounts

205

ACCOUNTS
Average Account Value

$395,603

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Wisdom Planning Group

Showing 1 - 2 of 2 top financial advisors.

Amilka Delgado

CRD#: 4097387

3322 Clay Ave, Orlando, FL 32804

Amilka Delgado (CRD# 4097387) is an Investment Advisor Representative working at Wisdom Planning Group in Orlando, FL and has over 24 years of experience in the finance industry.

John M. Jones

CRD#: 3174407

3322 Clay Ave, Orlando, FL 32804

John Jones (CRD# 3174407) is an Investment Advisor Representative working at Wisdom Planning Group in Orlando, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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