Jose Cuevas
Wisdom Investments · Hoffman Estates, Illinois
Jose Cuevas is a fee-only financial advisor at Wisdom Investments in Hoffman Estates, Illinois, who holds the CFP credential. Jose focuses on retirement planning and estate & legacy planning. Wisdom Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wisdom Investments |
|---|---|
| Based in | Hoffman Estates, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $53.1M across 301 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4550864 |
| Exams passed | Series 63 (2002) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wisdominvestments.com |
| Profile |
How Jose's firm compares
- Wisdom Investments's average account is about $176,000, from its Form ADV (assets managed divided by 301 accounts).
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Questions about Jose
Is Jose Cuevas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Wisdom Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Wisdom Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jose Cuevas based?
Jose Cuevas is based in Hoffman Estates, Illinois.
What does Jose specialize in?
Jose's specialties include retirement planning and estate & legacy planning.
What credentials does Jose Cuevas hold?
Jose Cuevas holds the CFP credential.
Is Jose Cuevas registered with the SEC?
Yes. Jose Cuevas is registered as an investment adviser representative in IL (CRD 4550864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Investments manage?
Wisdom Investments reports $53.1M across 301 accounts in assets under management.
How do I contact Jose Cuevas?
Through Jose's website, www.wisdominvestments.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 Investments 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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