A complete list of active advisors currently associated with Wisdom Financial Services, L.L.C.

Warmer can help you find a great advisor at Wisdom Financial Services, L.L.C. or one who fits your needs even better.

Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households (including non‑high‑net‑worth clients), as well as to pension and profit‑sharing plans. The firm reports managing about $779 million in discretionary assets and uses Matson Money, Inc. as a sub‑adviser, including access to a portfolio “MRI” analysis run through Matson Money’s software using Morningstar data. The firm develops client portfolios from a data‑gathering process that considers goals, time horizon, risk tolerance and tax factors and applies fundamental analysis to set asset allocation targets and manage accounts. Wisdom also acts as a solicitor for Matson Money and discloses that Matson Money provides asset management and forwards management fees to Wisdom, a referral relationship the brochure identifies as a potential conflict of interest to be managed by suitability and disclosure. Wisdom’s business model includes less common affiliations for a team adviser: associates who provide referrals to an affiliated law practice and to separate accounting firms, and who are licensed to sell life insurance, with disclosures that clients are not required to use those firms. The firm also notes operational features that differ from some peers — it does not take custody of client assets, does not charge performance‑based fees, and states it has no minimum account size.

To learn more about the advisors currently working at Wisdom Financial Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.