Wisdom Index Advisors
SEC RegisteredWalk in Wisdom ®
About the firm
Wisdom Index Advisors is a fee-only wealth management firm committed to helping you Walk in Wisdom ®. Walking in Wisdom ® is their proprietary approach to wealth planning and investment management, connecting client values and goals to foundational truths and investment science.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning and investment management, including the proprietary Wisdom Index ® planning tool, fiduciary investment management for non-profits and donor advised funds, and services for trusts and retirement plan sponsors. Advice is fee-only with no commissions or kickbacks.
Who they serve
Select families, individuals, non-profit organizations, trustees, and the sponsors of 401(k), 403(b), and other qualified retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $42M |
| High Net Worth Individuals | 75 | $159M |
| Charitable Organizations | 10 | $18M |
197 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $500,000 | 0.80% |
| Next $500,000 | 0.70% |
| Next $3,000,000 | 0.50% |
| $5,000,000 and Up | — |
Data as of March 30, 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 Index Advisors 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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