Wisdom Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees range from $250 to $500 per hour.”

Flat or project fee

$500

“Fixed fees generally start at $500 and may increase depending on the scope and complexity of the services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wisdom Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Unless otherwise stated in the advisory agreement, financial planning fees are due upon completion of the services rendered.”
• “In the event of termination, clients will be billed only for services performed through the date of termination.”
• “Portfolio management fees are billed quarterly in advance pursuant to the terms of the advisory agreement.”

How Wisdom Financial Planning’s fees compare

• Its hourly rate of $250-$500 spans the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• 17 of the 20 other planners in Tampa that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Wisdom Financial Planning

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

185

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$165,583,043

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145275

Website

wisdomfp.com (opens in new tab)

Phone

(813) 254-9500

Can advise clients in 2 states: Florida, Ohio

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

Compare all 57 planners in Tampa