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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wisdom Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert G. Martin
CRD#: 4846503
300 West Douglas Ave, R H Garvey Building, Suite 430, Wichita, KS 67202

Robert Martin (CRD# 4846503) is an Investment Advisor Representative working at Wisdom Wealth Planning, LLC in Wichita, KS and has over 12 years of experience in the finance industry.

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