Advisor at Wiser Wealth Management, Inc
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Firm
Wiser Wealth Management, Inc
Location
Marietta, GA 30060
Credentials
CFP®
Industry experience
< 1 year
William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.
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)
Turner & Patat, P.C.
2023 - 2023 (1 year)
Elwood & Goetz Wealth Advisory Group
2022 - 2022 (1 year)
Raymond James
2022 - 2022 (1 year)
McCallum Group Inc.
2021 - 2021 (1 year)
University of Georgia
2020 - 2023 (3 years)
Chick-Fil-A
2020 - 2021 (1 year)
University of North Georgia
2019 - 2020 (1 year)
University of North Georgia
2018 - 2020 (2 years)
Cracker Barrel
2018 - 2020 (2 years)
The Workingman's Store
2016 - 2017 (1 year)
Geneva Classical Academy
2014 - 2018 (4 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
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