Wisdom Index Advisors fees and pricing

Financial planner in Prosper, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 8, 2026, Wisdom Index Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Investment Consulting services are provided on an hourly basis at the rate of $250 per hour.”

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

“Fees could be negotiable based on factors such as the complexity of your ﬁnancial situation or total assets under management.”
“In some cases, fees may be paid quarterly in advance.”
“Upon termination, any unearned fees in advance will be refunded.”

Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.

“We also provide Retirement Plan Services to plan sponsors of employer-sponsored retirement plans.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 184
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $221,288,915
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 132567
Website: wisdomindex.com (opens in new tab)
Phone: (972) 931-0063

Can advise clients in 2 states: Louisiana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.