Wiser Wealth Management, Inc. at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 11 employees and 521 individual clients, 156 of them high net worth.
- Its average account is about $344,000 (assets it manages divided by its 1,491 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | wiserinvestor.com |
| [email protected] | |
| Phone | (678) 905-4450 |
Questions about Wiser Wealth Management, Inc.
How much does Wiser Wealth Management, Inc. charge?
Wiser Wealth Management, Inc. publishes these prices: one-time plan: from $6,750. We found this on its website, checked October 28, 2026.
How is Wiser Wealth Management, Inc. paid?
Wiser Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wiser Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Wiser Wealth Management, Inc., and 3 hold the CFP.
What is the average account at Wiser Wealth Management, Inc.?
Wiser Wealth Management, Inc.'s average account is about $344,000. That's the assets on its Form ADV divided by its 1,491 accounts.
What does Wiser Wealth Management, Inc. specialize in?
Wiser Wealth Management, Inc.'s advisors and website list flat-fee planning, retirement planning, small business owners and divorce financial planning.
Is Wiser Wealth Management, Inc. accepting new clients?
Yes, according to Wiser Wealth Management, Inc.'s website, checked October 28, 2026.
Wiser Wealth Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $6,750 |
|---|---|
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"We offer one-time financial planning for a flat fee, starting at $6,750, with no ongoing fees." source
"We offer one-time financial planning for a flat fee, starting at $6,750, with no ongoing fees." source
"We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee." source
"We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee." source
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 · Fixed fees |
|---|---|
| Assets managed | $514 million |
| Individual clients | 365 |
| High-net-worth clients | 156 |
| Accounts managed | 1,491 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120669) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 125282 |