Wisdom Wealth Planning, LLC
Wisdom Wealth Planning, LLC (CRD# 281099) is a financial advisory firm headquartered in Wichita, KS. They manage $13,991,141 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$130,758
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Robert Martin (CRD# 4846503) is an Investment Advisor Representative working at Wisdom Wealth Planning, LLC in Wichita, KS and has over 13 years of experience in the finance industry.