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
CFP®, Series 63
Industry experience
18 years
Shawna Theriault is a CFP® with 18 years of experience in financial advising. She is currently with Wiser Wealth Management, Inc and previously worked at Henssler Financial. Outside of her advisory role, she serves on the board of a private family foundation and works as a health coach with Optavia. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering comprehensive financial planning and discretionary portfolio management. The firm uses diversified model portfolios based on Modern Portfolio Theory and provides specialized retirement-plan advisory services.
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.
2024 - Present (2 years)
Optavia
2021 - Present (5 years)
Henssler Financial
2011 - 2022 (11 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
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