Wisdom Planning Group
27yrs
Top 21% by experience in Orlando
Wisdom Planning Group
Orlando, FL. Legal name: Delgado Wealth Management, LLC
About the firm
A registered investment advisory firm based in Orlando, Florida. It manages about $113 million for roughly 109 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$997,629
Assets under management ?$113 million
Individual clients109
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Advisors at Wisdom Planning Group
4Advisors
20Median years of experience
1States with offices
–Offices
Also known as
Delgado Wealth Management, LLC · Delgado Wealth Management, LLC DBA Wisdom Planning Group
About Wisdom Planning Group
How do I contact Wisdom Planning Group?
Call the main office at (407) 462-5486. The main office is at 3322 Clay Ave, Orlando, FL 32804.
How is Wisdom Planning Group paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wisdom Planning Group offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Other services.
How many advisors work at Wisdom Planning Group?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.