Shawna Theriault
Wiser Wealth Management · Marietta, Georgia
Shawna Theriault is a fee-only financial advisor at Wiser Wealth Management in Marietta, Georgia, who holds the CFP credential. 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 | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $513.6M across 1,491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2846151 |
| Exams passed | Series 63 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wiserinvestor.com |
How Shawna'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 Shawna
Is Shawna Theriault a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawna 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 Shawna charge for financial advice?
Shawna's firm, Wiser Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawna Theriault based?
Shawna Theriault is based in Marietta, Georgia.
What credentials does Shawna Theriault hold?
Shawna Theriault holds the CFP credential.
Is Shawna Theriault registered with the SEC?
Yes. Shawna Theriault is registered as an investment adviser representative in GA (CRD 2846151), 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 Shawna Theriault?
Through Shawna'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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