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
![](/img/ws/firm-ria-sec-logo.png)
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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