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Nvest Wise, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$399,707
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$66,618
About
Nvest Wise, LLC advises primarily small business owners and individual clients, offering financial planning, portfolio analysis, cash-flow and business consulting, and 401(k) plan services for employers and plan participants. Its engagements commonly focus on providing written analysis and recommendations rather than turnkey discretionary management, with implementation offered separately.
The firm's investment process blends professional fundamental research and economic commentary with technical tools and point-and-figure analysis to identify buy and sell signals. It follows defined entry and exit discipline (including a CANSLIM-style stop approach), may hold concentrated equity positions in aggressive allocations, and monitors markets frequently—trading more actively during volatile conditions.
Noteworthy for a single-advisor independent firm, Nvest Wise holds insurance licenses that allow it to offer life, health/accident and variable annuity products alongside advisory services, and it conducts educational seminars and enrollment meetings for plan participants. The firm has also signaled a strategic shift away from discretionary asset management toward financial planning and small-business retirement and exit-planning consulting, which may influence account authorizations and service delivery.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business exit / sale strategy
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed rates contracted and agreed by client for business corporate strategy implementations
$0 - $100,000: 1.25% $100,001 - $999,999: 1.00% $1,000,000+: Negotiable
$120 per hour (with a cap of $2,500 for certain services)
Account minimum: $25,000 for investment management; smaller amounts accepted for educational purposes
Main office location
Nvest Wise, LLC
Douglasville GA, United States
Number of offices
1
Most active in
Nvest Wise, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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