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
Series 65
Industry experience
1 year
Michaela Dowdy is a financial advisor at Wiser Wealth Management, Inc. in Marietta, GA, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Dowdy Financial Group and Samford University. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses with comprehensive financial planning and discretionary portfolio management. The firm uses diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as retirement-plan advisory and a wrap-fee program for smaller accounts.
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.
2022 - Present (4 years)
Dowdy Financial Group
2022 - 2022 (1 year)
Dowdy Financial Group
2021 - 2021 (1 year)
Clarksville Country Club
2020 - 2020 (1 year)
Walmart Inc
2019 - 2019 (1 year)
Samford University
2018 - 2022 (4 years)
Clarksville Country Club
2017 - 2018 (1 year)
Clarksville Academy
2012 - 2018 (6 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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