# Wisdom Planning Group

> Wisdom Planning Group is an SEC-registered investment advisory firm in Orlando, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 305721
- Filed as: WISDOM PLANNING GROUP
- Legal name: Delgado Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305721
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-planning-group-orlando-fl-305721

## Quick answers

**How is Wisdom Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Wisdom Planning Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wisdom Planning Group located?**
Wisdom Planning Group's principal office is in Orlando, FL, according to its Form ADV.

**Is Wisdom Planning Group registered with the SEC or a state?**
Wisdom Planning Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 305721.

**How much does Wisdom Planning Group manage?**
Wisdom Planning Group reports $112,868,565 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Wisdom Planning Group's assets and staff changed since 2025?**
In the Form ADV data for Wisdom Planning Group: Regulatory assets under management: $105,266,033 in the October 2025 data and $112,868,565 in the October 2026 data, up 7%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wisdom Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Wisdom Planning Group use?**
Wisdom Planning Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wisdom Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305721

**Does Wisdom Planning Group state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "There are no requirements for opening an account and there is no account minimum for any of WPG’s services."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> There are no requirements for opening an account and there is no account minimum for any of WPG’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $112,868,565
- Discretionary: $112,868,565
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $25,076,032 |
| High net worth individuals | 22 | $83,665,533 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $4,127,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisdompg.com
- Facebook @wisdomplanninggroup
- LinkedIn @wisdom-planning-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $105,266,033 | 3 | July 1, 2025 |
| October 2026 | $112,868,565 | 3 | June 30, 2026 |

Regulatory assets under management: $105,266,033 in the October 2025 data and $112,868,565 in the October 2026 data, up 7%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Planning Group (CRD 305721): Form ADV filing data as of October 2026.