Wiser Wealth Management, Inc
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Overview
Wiser Wealth Management, Inc operates as a financial advisory firm that has its headquarters in Marietta, Georgia. Wiser Wealth Management, Inc manages $233.3 million in total assets over 1,043 customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Wiser Wealth Management, Inc is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as stocks, bonds and options.
Wiser Wealth Management, Inc manages more than half of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without requiring client approval. It also oversees two non-discretionary accounts totaling $1.6 million in assets under management. Wiser Wealth Management, Inc administers an average of $223,701 in assets for every client account. The typical financial advisor at Wiser Wealth Management, Inc administers about 261 client accounts.
Wiser Wealth Management, Inc's central office is at 125 Church St, Marietta, Georgia 30060. Wiser Wealth Management, Inc is registered to provide services to clients across 5 states, including Florida, Georgia, North Carolina, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wiser Wealth Management, Inc by the Numbers
$233.3 million
7
1,043
$223.7 thousand
Products and Services
Services that Wiser Wealth Management, Inc offers can include financial planning services and portfolio management for individuals and small businesses. In the past financial year, Wiser Wealth Management, Inc provided 101-250 of its customers with financial planning services. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Wiser Wealth Management, Inc likely are comprised of the following fee structures: asset-based, hourly or fixed. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors and pension plans. Out of its 1,043 accounts, Wiser Wealth Management, Inc's largest client is retail investors, but it also manages money for 87 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 21.91%
- Other Individuals - 77.58%
- Corporations - 0.5%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wiser Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wiser Wealth Management, Inc
Marietta, GA
Marietta, GA
Marietta, GA
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