Wisdom Wealth Management, LLC

Wisdom Wealth Management, LLC at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 23 individual clients, 17 of them high net worth.
• Its average account is about $257,000 (assets it manages divided by its 153 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Wisdom Wealth Management, LLC fees

Wisdom Wealth Management, LLC 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

Advisors at this firm (1)

• Anne Ward

  CFP · CRPC

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Fee-only advisors in Minnesota