Wisdom Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,741,565
Clients
109
Advisors
4
across 2 offices
About
Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services (including acting as a 3(21) ERISA fiduciary) and recently added segmented and bundled estate‑planning services delivered through the EncorEstate Plans platform. The firm serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, and manages client accounts on a discretionary basis.
The firm develops an Investment Policy Statement for each client and draws on fundamental, quantitative and modern portfolio theory to build diversified, asset‑allocation portfolios. In addition to strategic allocation, WPG may employ tactical tools — including covered calls, long puts and buffer ETFs — to seek defined downside protection and to adjust risk/return exposure.
Noteworthy features include the use of a third‑party digital estate‑planning platform where the adviser’s role is limited to consultative intake, administrative entry and post‑generation coordination while absorbing certain platform and deed‑filing charges without a revenue share. WPG also requires custody at a designated broker‑dealer that provides institutional services and related research/soft‑dollar benefits, operates with a small advisory team managing over $100 million in discretionary assets, and maintains no account minimums.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Fees: $1,000 - $10,000 (negotiated based on scope); Estate Planning Fees: $1,000 - $3,500 (fixed fee based on complexity)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Main office
See office3322 Clay Ave
Orlando FL 32804
Advisors at this office
3
Most active in
Florida · Texas · Virginia
Also doing business as
Delgado Wealth Management, LLC · Delgado Wealth Management, LLC Dba Wisdom Planning Group · Wisdom Planning Group
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.
Quick links
Advisors at this firm
Tim M
Series 65
Naples, FL
Wisdom Planning Group
Tim McMahon is a Series 65-licensed advisor at Wisdom Planning Group with one year of experience at the firm. He previously worked for Hartree Partners for five years and has been involved with TSM Management, Inc. since 2012. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct diversified portfolios and employs tactical strategies to manage risk and return.
John J
CFP®, Series 63, Series 66
Orlando, FL
Wisdom Planning Group
John Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Wisdom Planning Group in Orlando, FL. His prior work includes roles at Delgado Wealth Management, LPL Financial, Williamsburg Financial Group, IberiaBank, and Charles Schwab. Wisdom Planning Group offers discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a diversified, asset-allocation approach based on fundamental and quantitative methods, and incorporates tactical tools to manage risk and return.
Amilka D
CFP®, Series 63
Orlando, FL
Wisdom Planning Group
Amilka Delgado is a CFP® professional with 23 years of experience in the financial services industry. She is a principal at Wisdom Planning Group, where she has worked since 2014, and previously spent five years at Independent Financial Partners. Delgado is also licensed to sell life insurance and fixed annuities in Florida. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients, and pension plans. The firm applies fundamental, quantitative, and modern portfolio theory to develop diversified portfolios and uses tactical strategies to manage risk and return.
Larry F
Series 63, Series 66
Orlando, FL
Wisdom Planning Group
Larry Foster is a financial advisor with Wisdom Planning Group in Orlando, FL, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, and Edward Jones. He is also the owner of LEF Investments LLC, a real estate investment company specializing in property buying and selling. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services for individual, high-net-worth clients, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory with tactical strategies to manage diversified portfolios and recently added segmented and bundled estate-planning services through a third-party digital platform.
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