Joseph McInerney
Wisdom Wealth Investment Advisors · Phoenix, Arizona
Joseph McInerney is a fee-only financial advisor at Wisdom Wealth Investment Advisors in Phoenix, Arizona, who holds the CFP credential. Wisdom Wealth Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wisdom Wealth Investment Advisors |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $138.8M across 678 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, LA · CRD 2344141 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wisdomwealth.solutions |
How Joseph's firm compares
- Wisdom Wealth Investment Advisors's average account is about $205,000, from its Form ADV (assets managed divided by 678 accounts).
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Questions about Joseph
Is Joseph McInerney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wisdom Wealth Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wisdom Wealth Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph McInerney based?
Joseph McInerney is based in Phoenix, Arizona.
What credentials does Joseph McInerney hold?
Joseph McInerney holds the CFP credential.
Is Joseph McInerney registered with the SEC?
Yes. Joseph McInerney is registered as an investment adviser representative in AZ, CA and LA (CRD 2344141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Wealth Investment Advisors manage?
Wisdom Wealth Investment Advisors reports $138.8M across 678 accounts in assets under management.
How do I contact Joseph McInerney?
Through Joseph's website, www.wisdomwealth.solutions.
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
- 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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