Allison Mitchamore
WealthWise Financial Solutions · Snellville, Georgia
Allison Mitchamore is a fee-only financial advisor at WealthWise Financial Solutions in Snellville, Georgia, who holds the CFA credential. Allison charges hourly fees and focuses on small business owners.
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Specialties
Facts
| Firm | WealthWise Financial Solutions |
|---|---|
| Based in | Snellville, Georgia |
| Fee model | Hourly |
| Assets under management | $49.8M across 136 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 5223472 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthwisefs.com |
| Profile |
How Allison's firm compares
- WealthWise Financial Solutions's average account is about $366,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Allison
Is Allison Mitchamore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and WealthWise Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison charges hourly fees.
Where is Allison Mitchamore based?
Allison Mitchamore is based in Snellville, Georgia.
What does Allison specialize in?
Allison's specialties include small business owners.
What credentials does Allison Mitchamore hold?
Allison Mitchamore holds the CFA credential.
Is Allison Mitchamore registered with the SEC?
Yes. Allison Mitchamore is registered as an investment adviser representative in GA (CRD 5223472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthWise Financial Solutions manage?
WealthWise Financial Solutions reports $49.8M across 136 accounts in assets under management.
How do I contact Allison Mitchamore?
Through Allison's website, wealthwisefs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthWise Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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