John Jones
Wisdom Planning Group · Orlando, Florida
John Jones is a fee-only financial advisor at Wisdom Planning Group in Orlando, Florida, who holds the CFP credential. John focuses on estate & legacy planning. Wisdom Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wisdom Planning Group |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $112.9M across 282 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 3174407 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wisdompg.com |
How John's firm compares
- Wisdom Planning Group's average account is about $400,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about John
Is John Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Wisdom Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Wisdom Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Jones based?
John Jones is based in Orlando, Florida.
What does John specialize in?
John's specialties include estate & legacy planning.
What credentials does John Jones hold?
John Jones holds the CFP credential.
Is John Jones registered with the SEC?
Yes. John Jones is registered as an investment adviser representative in FL, TX and VA (CRD 3174407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Planning Group manage?
Wisdom Planning Group reports $112.9M across 282 accounts in assets under management.
How do I contact John Jones?
Through John's website, www.wisdompg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wisdom Planning Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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