Wisdom Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,846,381
Clients
141
Advisors
2
of 2 employees
About
Wisdom Investments provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), nonprofit organizations, and retirement plans. It offers tiered planning services ranging from a two‑hour financial review and partial plans focused on specific issues to comprehensive financial plans and an ongoing retainer option for continued advice.
The firm generally follows a long‑term, buy‑and‑hold investment approach informed by Modern Portfolio Theory and the Efficient Market Hypothesis, using a mix of fundamental and technical analysis and periodic manual rebalancing to maintain target allocations. Client engagements include continuous monitoring and structured reviews, with annual, post‑annual, and pre‑annual meetings used to update goals, cash flow, insurance, and investment considerations.
Distinctive operational practices include offering educational seminars or workshops as part of client outreach and support, an uncommon service among peers of this size. Wisdom Investments also discloses the use of AI‑enabled tools for meeting transcription, CRM automation, and drafting client communications (with human review), maintains explicit SMS/privacy procedures, and participates in the SmartVestor referral network, features that differentiate its service model among similarly sized advisory firms.
Client services
Expertise
Fee options
Financial Review: $500; Partial Financial Plan varies, based on $250/hr approx. 6 hours; Comprehensive Financial Plan: $4,000
$0.00 - $250,000: 1.5% $250,001 - $500,000: 1.0% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.55% Over $5 million+: Negotiable
$250 per hour for financial planning services
Comprehensive Financial Plan Retainer: 50% of plan cost, billed quarterly
Minimum fee: Minimum quarterly fee of $375 Fee-only: Investment management fees only, no commissions
Main office
2000 Center Dr., Suite East D219
Hoffman Estates IL 60192
Advisors at this office
2
Most active in
Illinois
Also doing business as
Jose Cuevas Inc. Dba Wisdom Investments Inc. · Wisdom Investments · Wisdom Investments Inc. · Wisdom Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jose C
CFP®, Series 63, Series 65
Hoffman Estates, IL
Wisdom Investments
Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.
Scott N
Series 65
Hoffman Estates, IL
Wisdom Investments
Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.
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