# William Medcalf

> William Medcalf 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.

Page: https://find.wellspent.co/advisors/william-medcalf/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wiser Wealth Management
- **Based in:** Marietta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $513.6M across 1,491 accounts
- **Credentials:** CFP
- **CRD:** 7572226 (https://adviserinfo.sec.gov/individual/summary/7572226)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.wiserinvestor.com

## Frequently asked questions

### Is William Medcalf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William's firm, Wiser Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Medcalf based?

William Medcalf is based in Marietta, Georgia.

### What credentials does William Medcalf hold?

William Medcalf holds the CFP credential.

### Is William Medcalf registered with the SEC?

Yes. William Medcalf is registered as an investment adviser representative in GA (CRD 7572226), 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 William Medcalf?

Through William's website, www.wiserinvestor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7572226): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.