Firm
WealthWise Financial Solutions
Snellville, Georgia
Fee-only
WealthWise Financial Solutions at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 44 individual clients, 17 of them high net worth.
- Its average account is about $366,000 (assets it manages divided by its 136 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Snellville, Georgia |
|---|---|
| Website | wealthwisefs.com |
| Phone | (770) 401-4528 |
WealthWise Financial Solutions fees
WealthWise Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $50 million |
| Individual clients | 27 |
| High-net-worth clients | 17 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 141813 |