Wisdom Financial Services, L.L.C.
Geneseo, IL·SEC-registered · CRD #127385
Wisdom Financial Services, L.L.C. is an SEC-registered investment advisory firm in Geneseo, IL managing $779M across 4.0k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$779M
Client accounts
4.0k
Advisory staff
10
Fee model
Fee-only
How Wisdom Financial Services, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wisdom Financial Services, L.L.C.
How much does Wisdom Financial Services, L.L.C. manage?
Per its most recent SEC Form ADV filing (02/02/2026), Wisdom Financial Services, L.L.C. reports $779M in regulatory assets under management across roughly 4.0k client accounts.
How does Wisdom Financial Services, L.L.C. charge?
Wisdom Financial Services, L.L.C. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wisdom Financial Services, L.L.C. a fiduciary?
Yes. Wisdom Financial Services, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #127385), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wisdom Financial Services, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wisdom Financial Services, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Geneseo, IL
Profile compiled from Wisdom Financial Services, L.L.C.'s public SEC Form ADV filing (CRD #127385, filed 02/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wisdom Financial Services, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wisdom Financial Services, L.L.C.? Claim this profile.