Wisdom Index Advisors

Wisdom Index Advisors (CRD# 132567) is a financial advisory firm headquartered in Prosper, TX. They manage $169,343,106 in 602 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $281,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Wisdom Index Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Davidson
CRD#: 4547024
102 S. Main Street, Prosper, TX 75078

Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 20 years of experience in the finance industry. Michael Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Garrett B. Williams
CRD#: 7451119
102 S. Main Street, Prosper, TX 75078

Garrett Williams (CRD# 7451119) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has 1 year of experience in the finance industry.

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