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
Wisdom Wealth serves individual clients — including high-net-worth individuals — as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, advisory consulting, and pension consulting.
The firm tailors portfolios and advice to each client's objectives and risk tolerance, routinely incorporating financial planning into portfolio management at no separate charge and using model portfolios or customized strategies with ongoing monitoring and rebalancing. For held-away retirement assets the firm uses third‑party platforms (Absolute Capital and Pontera), noting that Pontera-managed held‑away assets are managed on a discretionary basis while Absolute Capital is used on a non‑discretionary basis.
Distinctive features disclosed in the brochure include an affiliated tax‑preparation business owned by a firm principal, and the offering of investment‑related educational seminars and participant enrollment meetings as part of its pension consulting services at no additional fee. The brochure also notes that advisors are licensed insurance agents and registered representatives who may earn separate commissions, a referral and compensation arrangement clients should consider alongside the firm's roughly $139 million in assets under management across about 270 client relationships.
Client services
Expertise
Fee options
Flat fees generally ranging between $1,500 and $5,000 for financial planning or advisory consulting depending on scope and complexity; flat fees for pension consulting may be higher
$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%
Separate commissions earned by licensed insurance agents affiliated with the firm for selling insurance products
Hourly fee between $150 and $250 for financial planning and advisory consulting services; negotiable
Fee-only: Hourly fee of $150 to $250; negotiable depending on scope and complexity; flat fees from $1,500 to $5,000 for financial planning/advisory consulting
Main office
6930 E. Chauncy Lane, Suite 220
Phoenix AZ 85054
Advisors at this office
2
Most active in
Arizona · California · Louisiana · Nebraska
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 ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.
Joseph M
CFP®, Series 63, Series 65
Phoenix, AZ
Wisdom Wealth Investment Advisors LLC
Joseph Mcinerney is a CFP®-designated financial advisor with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, bringing 32 years of industry experience. He has worked at Wisdom Wealth since 2014 and previously held positions at Proequities, Inc. for nearly two decades. Outside of advising, Mcinerney is an enrolled agent providing tax preparation and planning services through his separate business and serves as treasurer for a local charitable organization. Wisdom Wealth serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with integrated financial planning, tailoring strategies to client objectives and risk tolerance.
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