Michael Davidson
Wisdom Index Advisors · Addison, Texas
Michael Davidson is a fee-only financial advisor at Wisdom Index Advisors in Addison, Texas, who holds the CFP credential. Wisdom Index Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wisdom Index Advisors |
|---|---|
| Based in | Addison, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $221.3M across 659 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 4547024 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wisdomindex.com |
How Michael's firm compares
- Wisdom Index Advisors's average account is about $336,000, from its Form ADV (assets managed divided by 659 accounts).
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Questions about Michael
Is Michael Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wisdom Index Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Wisdom Index Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Davidson based?
Michael Davidson is based in Addison, Texas.
What credentials does Michael Davidson hold?
Michael Davidson holds the CFP credential.
Is Michael Davidson registered with the SEC?
Yes. Michael Davidson is registered as an investment adviser representative in LA and TX (CRD 4547024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Index Advisors manage?
Wisdom Index Advisors reports $221.3M across 659 accounts in assets under management.
How do I contact Michael Davidson?
Through Michael's website, www.wisdomindex.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Addison
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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