Wisdom Planning Group

Who works here

• AD
  Amilka Nmn Delgado
• JJ
  John Michael Jones
• LF
  Larry Eugene Foster
• TM
  Tim McMahon

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Wisdom Planning Group

Legal name: Delgado Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

305721