Wisdom Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,500

“WPG charges a fixed fee ranging from $1,000 - $3,500 for its segmented and bundled estate planning packages.”

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

How Wisdom Planning Group bills

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

• “Clients may terminate the agreement without penalty for a full refund of WPG's fees within five business days of signing the advisory agreement.”
• “Fees are billed monthly in arrears and are prorated based on the number of days services are provided for partial months.”
• “Clients may terminate the agreement without penalty for a full refund of WPG's fees within five business days of signing the advisory agreement.”

How Wisdom Planning Group’s fees compare

• Its flat or project fee of $1,000-$3,500 is below the Florida median of $4,900. 24% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Wisdom Planning Group

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

109

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$112,868,565

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305721

Website

wisdompg.com (opens in new tab)

Phone

(407) 462-5486

Can advise clients in 3 states: Florida, Texas, Virginia

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando