APPLIED FINANCIAL WISDOM

Overview

Applied Financial Wisdom is an independent RIA organized as a limited liability company that serves individual, family and institutional clients. The firm is a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. It also operates as an insurance broker and maintains industry ties to an insurance company and a real estate broker. Applied Financial Wisdom charges a mix of percentage-of-AUM, hourly and fixed fees and does not position itself as an active ESG investor. The adviser reports SEC registration in 2026 and is owner-operated. Its business model emphasizes outsourced manager relationships and third-party fund allocations, which aligns with its classification as a capital allocator and its listed advisory activity of selecting other advisers.

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