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
By the Numbers
-
Total Assets Under Management81MILLION
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Total Number of Accounts205ACCOUNTS
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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
1
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.
2
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.
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