Wisdom Financial Planning
SEC RegisteredSmart Financial Planning For Life
About the firm
Wisdom Financial Planning is based in Tampa, FL and serves clients nationwide, focusing on smart financial planning for retirees and those nearing retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning including portfolio review, tax strategy, Roth opportunities, cash reserves, and retirement planning
Who they serve
Retirees and those nearing retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $27M |
| High Net Worth Individuals | 57 | $138M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| $501,000-$1,000,000 | 1.25% |
| $1,000,001-$2,000,000 | 1.00% |
| $2,000,001-$5,000,000 | 0.75% |
| Over $5,000,000 | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wisdom Financial Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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