Wisdom Index Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,086,725
Clients
184
Advisors
1
of 4 employees
About
Wisdom Index Advisors serves individuals (including high-net-worth clients), corporations, and small businesses with integrated Wealth Management, project-based Investment Consulting, and Retirement Plan Services. Its core offering combines ongoing discretionary portfolio management with advanced financial planning summarized through the firm’s proprietary Wisdom Index®.
The firm’s investment approach is evidence-based and long-term, emphasizing broad diversification, strategic asset allocation, and disciplined rebalancing while typically using mutual funds, ETFs, and, when appropriate, interval funds. Portfolios are managed under written Investment Policy Statements on a discretionary basis and the firm generally favors passive, buy-and-hold strategies with a focus on shorter-duration, investment-grade fixed income.
Noteworthy for a firm of its scale, it operates as a solo advisor while overseeing roughly $221 million in discretionary assets across about 184 client relationships, and it provides retirement-plan fiduciary services that can include acting as an ERISA Section 3(38) investment manager. The use of the Wisdom Index® to calculate present-value funding ratios across multiple planning areas, combined with both individual wealth management and plan-level fiduciary authority plus project consulting, distinguishes its practice relative to many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.0% Over $500,000 - $1,000,000: 0.9% Over $1,000,000 - $1,500,000: 0.8% Over $1,500,000 - $2,000,000: 0.7% Over $2,000,000+: 0.5%
$250 per hour for Investment Consulting services.
Account minimum: $1,000,000 Fee-only: Not specifically stated, but fees are advisory fees and no commissions are charged.
Main office
102 S. Main Street
Prosper TX 75078
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Financial Innovations LLC · Wisdom Index · Wisdom Index Advisors · Wisdom Index Advisors, LLC
Disclosures
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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.
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