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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2019
- Office Locations
- 2
Office Locations
About Wisdom Planning Group
Wisdom Planning Group is a Florida RIA led by CFP professionals Amilka Delgado and partner John Jones. The team provides financial and investment planning, portfolio construction, retirement plan and insurance guidance, and business-succession support for retail and institutional clients. Their investment approach emphasizes asset allocation and risk management, primarily using public funds and ETFs, with some alternatives exposure; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMILKA NMN DELGADO
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4097387
- Ownership
- 50% but less than 75%
JOHN MICHAEL JONES
Managing Member, Wealth Advisor
- CRD
- #3174407
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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LARRY EUGENE FOSTER
Senior Wealth Advisor
- CRD
- #1740818
Tim McMahon
--
- CRD
- #8309456
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,868,565 | $400,243 |
| Non-Discretionary | $0 | -- |
| Total | $112,868,565 | $400,243 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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