Firm
Wisdom Financial Services
Geneseo, Illinois
Fee-only
Wisdom Financial Services at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 14 employees and 1,518 individual clients.
- Its average account is about $195,000 (assets it manages divided by its 3,989 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Geneseo, Illinois |
|---|---|
| Website | wisdomfinancial.net |
| Phone | (309) 944-1117 |
Wisdom Financial Services fees
Wisdom Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $779 million |
| Individual clients | 1,518 |
| Accounts managed | 3,989 |
| Employees | 14 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112566) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 127385 |