Wisdom Investment Strategies, LLC fees and pricing

Financial planner in Chagrin Falls, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Wisdom Investment Strategies, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Our hourly fee is $300 and generally due upon completion of services rendered.”

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

“The annual portfolio management fee is typically billed and payable quarterly in advance based on the value of your account on the last business day of the previous calendar quarter.”
“Our advisory fee is negotiable, depending on individual client circumstances.”
“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
1 of the 2 other planners in Chagrin Falls that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 13
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $14,283,609
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284236
Website: wisdomisllc.com (opens in new tab)
Phone: (440) 435-9010

Is something on this page wrong or out of date?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.