Advisor at Wiser Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wiser Wealth Management, Inc
Location
Marietta, GA 30060
Credentials
CFA®
Industry experience
3 years
Andrew Pratt is a CFA® charterholder with three years of industry experience. He has worked at Wiser Wealth Management, Inc. since 2023 and previously spent 12 years at Homrich Berg. Outside of his advisory role, he manages rental properties. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs an Investment Committee to construct diversified portfolios primarily using exchange-traded funds and Modern Portfolio Theory, and offers specialized services including a wrap-fee program and retirement-plan advisory.
Based on Wiser Wealth Management, Inc
$0 - $2,000,000: 1.00% annually $2,000,001 - $10,000,000: 0.50% annually $10,000,001+: Custom fee arrangement
Financial plan updates at $475 per hour
Minimum fee: Minimum annual fee of $7,500 ($1,875 billed quarterly) for traditional wealth management services Fee-only: Financial planning only services: $6,750 for individuals, $8,750 for complex situations; updates at $475/hour
125 Church St, Suite 220
Marietta, GA 30060
Georgia
Wiser Wealth Management, Inc.
2023 - Present (3 years)
Homrich Berg
2011 - 2023 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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