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| Wisdom Index Advisors LLC
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| CRD # | 132567 |
| SEC # | 801-116762 |
| CIK # | |
| AUM | 221.3 M (2026-03-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-931-0063 |
| Address | 102 S Main Street Prosper, TX 75078 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/8/2026) [Brochure] |
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Item 5 – Fees and Compensation
We are compensated solely by our clients for the services we provide. We do not receive commissions, referral fees, revenue sharing, or other compensation for the investments we recommend
or advisory services we provide. Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management. Complexity considers various
factors of your financial circumstances, such as income, assets, liabilities, marital and family status, employment status, and number of financial areas that need to be addressed. In addition,
we reserve the right to offer fee waivers or discounts at our sole discretion. Therefore, some clients could pay different fees than the fee schedule shown below. Your exact fee and other terms
will be outlined in your advisory agreement.
Wealth Management Fees
For our Wealth Management services, we charge an advisory fee based on a percentage of your assets under management, according to the following schedule:
Assets Under Management Annual Fee
$0 up to $500,000 1.0%
Over $500,000 up to $1,000,000 0.9%
Over $1,000,000 up to $1,500,000 0.8%
Over $1,500,000 up to $2,000,000 0.7%
Over $2,000,000 0.5%
This is a blended tier fee schedule, which means that different fees are applied to the different levels of assets under management. For example, for $2,000,000 in assets under management,
the first $500,000 would be charged 1.0%, the next $500,000 would be charged 0.9%, the next $500,000 would be charged 0.8%, and the remaining $500,000 would be charged 0.7%.
Fees are generally payable monthly in advance, and calculated on the fair market value of your investment portfolio as of the last day of the prior month. In some cases, fees may be paid
quarterly in advance. Your fee will be deducted from your brokerage account and paid directly to us by the qualified custodian that holds your account. You will authorize the custodian to
deduct fees from your account and pay them to us. For business, retirement plan, or non-profit clients, upon mutual agreement between us and the client, fees may be paid directly by the
client to us (rather than deducting from the brokerage account).
Your portfolio will typically hold investment options that are regularly traded on an open exchange with an observable market value, which is used to calculate the advisory fee. The custodian
provides the valuation of these securities. In the rare event your portfolio includes a holding which does not have an observable market value, we will use accepted industry methods for
determining a fair market value for such a holding. If you dispute our fair market valuation analysis, you can provide us with additional information to substantiate a different fair market value.
We aggregate your related accounts into a “household” for purposes of calculating the total assets under management to meet the breakpoints shown in the schedule above. Generally, a
household would include your accounts, accounts of your spouse or partner and minor children residing at your residence, and the accounts of any trust whose beneficiaries are any of the
above-described persons. However, we may include or exclude accounts at our discretion.
You can terminate Wealth Management services at any time by providing us notice. Fees for partial periods are prorated. Upon termination, any unearned fees in advance will be refunded.
Investment Consulting Fees
Investment Consulting services are provided on an hourly basis at the rate of $250 per hour. Services are typically billed upon completion of the project. Services automatically conclude upon
the completion of agreed-upon services. Because fees are paid in arrears, no refunds are due upon completion.
Retirement Plan Services Fees
Due to the wide variance in complexity and scope of work with plan sponsors, as well as the requirements of plan service providers, the method of billing and amount of fees charged for these
services are negotiable. Generally, fees ð→╩Γ×كbe either an asset-based fee based on a percentage of plan assets or a fixed fee, typically paid quarterly in arrears. The plan sponsor ð→╩Γ×كchoose
to pay fees from plan assets or pay fees directly.
Retirement Plan Services can be terminated by either party according to the terms outlined in the advisory agreement. Fees for partial billing periods will be prorated. If fees are paid in arrears,
no refunds will be given. If fees are paid in advance, any unearned fees will be returned.
Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses. You could incur certain charges imposed by custodians, brokers, and other third-
parties, such as custodial fees, deferred sales charges, transfer taxes, wire and electronic fund transfer fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual
funds and exchange-traded funds also charge internal management fees, which are disclosed in a fund’s prospectus. Such charges, fees, and commissions are exclusive of and in addition to our
fee, and we do not receive any portion of these commissions, fees, and costs. |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/8/2026) [Brochure] |
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Item 7 – Types of Clients We offer personalized Wealth Management and Investment Consulting services for individuals, corporations and small businesses. We also provide Retirement Plan Services to plan sponsors of employer-sponsored retirement plans. For Wealth Management, we typically require minimum assets under management of $1,000,000; however we may waive or reduce this minimum at our discretion. We do not impose a minimum for Investment Consulting or Retirement Plan Services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 42.2 |
| (b) Individuals (high net worth individuals) | 75 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 18.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 221.3 |
| By Discretionary | ||
| Discretionary | 659 | 221.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 659 | 221.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 197 |
| Serves | Institutional, Retail |
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|---|---|---|
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