Casey Smith
Wiser Wealth Management, Inc. · Marietta, Georgia
Casey Smith is a fee-only financial advisor at Wiser Wealth Management, Inc. in Marietta, Georgia, who holds the CDFA, CFP and CPA credentials. Casey charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $6,750) and focuses on flat-fee planning, retirement planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Wiser Wealth Management, Inc. |
|---|---|
| Based in | Marietta, Georgia |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $6,750 |
| Accepting new clients | Yes |
| Assets under management | $513.6M across 1,491 accounts |
| Credentials | CDFA · CFP · CPA · MBA |
| SEC registration | Investment adviser representative in GA, TX · CRD 4141592 |
| Exams passed | Series 66 (2000) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | wiserinvestor.com |
| Profile |
How Casey's firm compares
- A one-time plan starts at $6,750, above the Georgia median of $2,000 for fee-only firms that publish prices.
- Wiser Wealth Management, Inc.'s average account is about $344,000, from its Form ADV (assets managed divided by 1,491 accounts).
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Questions about Casey
Is Casey Smith a fee-only financial advisor?
Yes. Casey Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Casey's firm.
How does Casey charge for financial advice?
Casey charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Casey charge?
According to Wiser Wealth Management, Inc.'s website, checked October 28, 2026: one-time plans from $6,750.
Where is Casey Smith based?
Casey Smith is based in Marietta, Georgia.
What does Casey specialize in?
Casey's specialties include flat-fee planning, retirement planning, small business owners and divorce financial planning. Casey works with retirees and pre-retirees.
What credentials does Casey Smith hold?
Casey Smith holds the CDFA, CFP, CPA and MBA credentials.
Is Casey Smith registered with the SEC?
Yes. Casey Smith is registered as an investment adviser representative in GA and TX (CRD 4141592), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wiser Wealth Management, Inc. manage?
Wiser Wealth Management, Inc. reports $513.6M across 1,491 accounts in assets under management.
How do I contact Casey Smith?
Through Casey's website, wiserinvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wiser Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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