Wisdom Wealth Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$138,796,319
Clients
270
Advisors
2
of 2 employees
About
The firm provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. It integrates financial planning with ongoing portfolio management and offers single‑topic consulting engagements as needed.
Portfolios are customized to clients’ stated objectives and risk tolerances and may be implemented using firm model portfolios or predefined strategies, with ongoing monitoring and rebalancing. For retirement-plan and “held‑away” defined contribution accounts the firm uses third‑party platforms (Absolute Capital, Pontera) to manage accounts and, where agreed, may direct trades on participants’ behalf.
The firm discloses an affiliation with a tax advice and preparation company owned by a principal and may refer clients to that related business, a relationship the brochure identifies as a potential conflict of interest. It also provides investment‑related educational seminars and participant workshops as part of its pension consulting (offered at no additional charge), a service the firm notes but does not offer as a standalone paid product — a combination that is less common among peers.
Client services
Expertise
Fee options
Flat fees generally range between $1,500 and $5,000 for financial planning or advisory consulting services; flat fees may also be charged for pension consulting services and may be higher than those for financial planning
$0.00 - $24,999.99: 2.00% $25,000.00 - $49,999.99: 2.00% $50,000.00 - $99,999.99: 2.00% $100,000.00 - $249,999.99: 1.75% $250,000.00 - $499,999.99: 1.75% $500,000.00 - $749,999.99: 1.50% $750,000.00 - $999,999.99: 1.25% $1,000,000.00 - $1,499,999.99: 1.00% $1,500,000.00 - $1,999,999.99: 1.00% $2,000,000.00+: 1.00%
Commissions earned by persons who are licensed insurance agents for selling insurance products, separate and in addition to advisory fees
Hourly fee between $150 and $250 for financial planning or advisory consulting services; fee negotiable
Fee-only: Hourly fee of $150 to $250; flat fees generally range between $1,500 and $5,000 depending on scope and complexity
Main office
6930 E. Chauncy Lane, Suite 220
Phoenix AZ 85054
Advisors at this office
2
Most active in
Arizona · California · Louisiana
Also doing business as
Bottle & Mcinerney, LLC · Jmfs, Inc. · Lucas Financial Services, LLC · Wisdom Wealth Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Blake B
ChFC®, Series 63, Series 65
Phoenix, AZ
Wisdom Wealth Investment Advisors LLC
Blake Bottle is a financial advisor at Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, holding the ChFC® designation with 35 years of industry experience. He previously worked at Concourse Financial Group Securities and Proequities, Inc. He is involved in multiple financial services activities, including facilitating financial planning and securities sales through BOTTLE & MCINERNEY, LLC, and assisting clients with basic estate planning documents at Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $138.8 million in client assets. The firm offers both discretionary and non-discretionary portfolio management, integrating financial planning into ongoing account oversight without additional fees, and provides pension consulting and participant education for retirement plans.
Joseph M
CFP®, Series 63, Series 65
Phoenix, AZ
Wisdom Wealth Investment Advisors LLC
Joseph Mcinerney is a CFP® professional with 31 years of industry experience. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. from 1998 to 2017. Outside of advisory work, he is an enrolled agent providing tax preparation and planning services and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering portfolio management, financial planning, and pension consulting. The firm manages approximately $138.8 million in client assets and integrates tailored portfolio management with financial planning and participant education.
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