Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. (CRD# 125282) is a financial advisory firm headquartered in Marietta, GA. They manage $307,914,735 in 1,197 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Wiser Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management308MILLION
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Total Number of Accounts1,197ACCOUNTS
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Average Account Value$257,239
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, LA, NC, SC, TN, TX
Financial Advisors at Wiser Wealth Management, Inc.
1
Casey Smith (CRD# 4141592) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 24 years of experience in the finance industry.
2
Andrew Pratt (CRD# 7609408) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has 1 year of experience in the finance industry.
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