Wisdom Financial Planning is an SEC registered investment adviser organized as a corporation with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $166M in regulatory assets under management, 3 employees, and 492 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
128
2
HNWI
30.8%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 31, 2026
Discretionary91.9%
$152M
92% of total RAUM91.9%
Non-discretionary8.1%
$13M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$166M
Total Accounts492
10Y AUM Change+$58M (+54.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.