Advisor at Wiser Wealth Management, Inc
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Firm
Wiser Wealth Management, Inc
Location
Marietta, GA 30060
Credentials
Series 66
Industry experience
18 years
Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.
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 · Texas
Wiser Wealth Management, Inc
2001 - Present (25 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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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