Michaela Dowdy
Wiser Wealth Management · Lexington, Kentucky
Michaela Dowdy is a fee-only financial advisor at Wiser Wealth Management in Lexington, Kentucky. Wiser Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wiser Wealth Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $513.6M across 1,491 accounts |
| SEC registration | Investment adviser representative in GA, KY · CRD 7377262 |
| Exams passed | Series 65 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wiserinvestor.com |
How Michaela's firm compares
- Wiser Wealth Management's average account is about $344,000, from its Form ADV (assets managed divided by 1,491 accounts).
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Questions about Michaela
Is Michaela Dowdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michaela holds no broker registration, and Wiser Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michaela charge for financial advice?
Michaela's firm, Wiser Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michaela Dowdy based?
Michaela Dowdy is based in Lexington, Kentucky.
Is Michaela Dowdy registered with the SEC?
Yes. Michaela Dowdy is registered as an investment adviser representative in GA and KY (CRD 7377262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wiser Wealth Management manage?
Wiser Wealth Management reports $513.6M across 1,491 accounts in assets under management.
How do I contact Michaela Dowdy?
Through Michaela's website, www.wiserinvestor.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
- 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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