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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

WISDOM PLANNING, LLC

CRD 169417

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91be9ecf-d347-e665-dca6-36c1a60e7ff0

Data as of Sep 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Jan 29, 2014 to Sep 16, 2020
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 801-79167
CRD: 169417
Filings on the tape: 13
First filed: Jan 29, 2014
Latest filed: Sep 16, 2020
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORDASCO, STEPHEN, FREDERICK	CHIEF COMPLIANCE OFFICER	Na	yes	10/2013	Jan 29, 2014	Sep 16, 2020
KELLY, CORDASCO, JOLENE	MANAGING MEMBER	E	yes	01/2014	Mar 30, 2015	Sep 16, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CORDASCO FINANCIAL NETWORK, INC.	n/a	Former SEC adviser	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Haddonfield	Nj	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 25, 2020	n/a	n/a	4	2	1	n/a	n/a
2018	Mar 27, 2019	n/a	n/a	3	2	1	n/a	n/a
2017	Mar 22, 2018	n/a	n/a	5	3	1	n/a	n/a
2016	Mar 17, 2017	n/a	n/a	5	3	n/a	n/a	n/a
2015	Mar 29, 2016	n/a	n/a	5	4	n/a	n/a	n/a
2014	Mar 30, 2015	n/a	n/a	4	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	n/a	n/a	n/a	n/a	n/a	4	3	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Jan 4, 2021	Mar 31, 2022	NAPLES, FL	Team lift out	Other	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CORDASCO FINANCIAL NETWORK, INC.	2	Jul 12, 2022	Oct 24, 2019	PHILADELPHIA, PA	Team lift out	Other	33.3%

Relationships

Affiliated with (2)

→ CORDASCO FINANCIAL NETWORK, INC.Registered adviserother investment adviser, common control
factForm ADV
← WEST SHORE GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← CORDASCO, STEPHEN, FREDERICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2014 to presentfactForm ADV
← KELLY, CORDASCO, JOLENEOwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2015 to presentfactForm ADV

Moved with (2)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Jan 4, 2021 to Mar 31, 2022factForm ADV
← CORDASCO FINANCIAL NETWORK, INC.Registered adviser2 advisors, team lift out, same day
Jul 12, 2022 to Oct 24, 2019factForm ADV

Registered with (6)

← STEPHEN FREDERICK CORDASCOAdvisorregistration: previous registration
Mar 10, 2014 to Jan 4, 2021factForm ADV
← TIMOTHY FREDERICK JOSEPHAdvisorregistration: previous registration
Oct 13, 2017 to Jan 4, 2021factForm ADV
← JOHN TAYLOR WALKERAdvisorregistration: previous registration
Oct 24, 2019 to Jan 4, 2021factForm ADV
← CHRISTOPHER Michael GIBBONSAdvisorregistration: previous registration
Oct 24, 2017 to Sep 10, 2018factForm ADV
← JASON MARDINLYAdvisorregistration: previous registration
Feb 28, 2014 to Jul 7, 2017factForm ADV
← RYAN MATTHEW FLURERAdvisorregistration: previous registration
Oct 1, 2014 to Oct 30, 2014factForm ADV

Dated events

Occurred
Jul 12, 2022
Team lift-out
2 advisors left Cordasco Financial Network, Inc. (Southampton, PA) for Wisdom Planning, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 29, 2014
First Form ADV filing
Wisdom Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91be9ecf-d347-e665-dca6-36c1a60e7ff0
First observed: Jan 29, 2014
Last observed: Sep 16, 2020 73 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISDOM PLANNING, LLC

CRD 169417

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91be9ecf-d347-e665-dca6-36c1a60e7ff0

Data as of Sep 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORDASCO, STEPHEN, FREDERICK

CHIEF COMPLIANCE OFFICER

yes

10/2013

Jan 29, 2014

Sep 16, 2020

KELLY, CORDASCO, JOLENE

MANAGING MEMBER

yes

01/2014

Mar 30, 2015

Sep 16, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CORDASCO FINANCIAL NETWORK, INC.

n/a

Former SEC adviser

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Haddonfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 25, 2020

n/a

2018

Mar 27, 2019

n/a

2017

Mar 22, 2018

n/a

2016

Mar 17, 2017

n/a

2015

Mar 29, 2016

n/a

2014

Mar 30, 2015

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Jan 4, 2021

Mar 31, 2022

NAPLES, FL

Team lift out

Other

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CORDASCO FINANCIAL NETWORK, INC.

Jul 12, 2022

Oct 24, 2019

PHILADELPHIA, PA

Team lift out

Other

33.3%