Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$513,631,706
Total clients
521
30% high-net worth
Total advisors
5
of 11 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
104
Average account size
$985,857
Wiser Wealth Management provides wealth management and financial planning primarily for individual and high‑net‑worth clients, and also advises small business retirement plans. Services include discretionary portfolio management, standalone financial planning, and retirement‑plan advisory work that can include ERISA fiduciary appointments.
The firm constructs model portfolios mainly with exchange‑traded funds and uses Modern Portfolio Theory and long‑term capital market assumptions to set asset allocation. For moderate to aggressive mandates it may include a small allocation to digital‑asset ETFs and employs a cash‑bucket approach for clients taking regular withdrawals, with an emphasis on tax‑efficient implementation.
The brochure discloses that Wiser Wealth sponsors a wrap‑fee program called Flightpath for smaller accounts and that its marketing materials include client testimonials and references to third‑party ratings. It also highlights the firm’s use of portfolio and operational technology (including Orion and Schwab Advisor Services) and its capacity to serve both retail investors and institutional retirement‑plan clients.
$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
Wiser Wealth Management, Inc
125 Church St, Suite 220
Marietta GA 30060, United States
Number of offices
1
Florida · Georgia · Louisiana · Minnesota · North Carolina · South Carolina · Tennessee · Texas · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Marietta, GA
Wiser Wealth Management, Inc
CFP®, Series 63
Marietta, GA
Wiser Wealth Management, Inc
Series 66
Marietta, GA
Wiser Wealth Management, Inc
CFP®
Marietta, GA
Wiser Wealth Management, Inc
CFA®
Marietta, GA
Wiser Wealth Management, Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")