William Medcalf
Wiser Wealth Management · Marietta, Georgia
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.
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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 7572226 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wiserinvestor.com |
How William'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 William
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.
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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