Wisdom Financial Services, L.L.C.

Wisdom Financial Services, L.L.C. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Geneseo, Illinois. On its latest Form ADV, filed July 29, 2026, it reports $779M in regulatory assets under management, 1,518 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	127385 · SEC file 801-112566
Office	1043 South Oakwood Ave Geneseo, IL 61254
Phone	(309) 944-1117
Website	www.wisdomfinancial.net
Regulatory assets under management	$779M
Individual clients	1,518 non-high-net-worth, 0 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Other
Services	Financial planning, Portfolio management
Employees	14
Disciplinary disclosures	None reported
Latest Form ADV filing	July 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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