Wiseman & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$70,600,724
Total clients
207
8% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
104
Average account size
$341,066
About
Wiseman & Associates Wealth Management advises individuals (including high‑net‑worth clients), trusts, retirement plans, and other entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning (offered in Essential, Advanced, and Premier packages), retirement consulting, and selection of other advisers, and generally requires a $500,000 minimum for managed accounts subject to waiver.
The firm’s investment approach is tailored to each client’s objectives and risk tolerance and emphasizes diversified, ETF‑ and index‑fund‑based portfolios using principles such as Modern Portfolio Theory and long‑term purchase strategies. Clients can choose traditional managed accounts or a web‑based discretionary option through Betterment Institutional, and the firm conducts periodic reviews while advising clients to consult tax professionals for tax‑sensitive matters.
What is distinctive about the firm is that it sponsors a wrap fee program, a structure that is relatively uncommon among supported peers, and it integrates a fintech delivery model by partnering with Betterment and using Betterment Securities for custody on the platform. Representatives are also registered with a broker‑dealer and licensed insurance agents, enabling advisory, brokerage, and insurance implementation—an arrangement the firm discloses as creating potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees up to $4,500 for initial financial planning services; Essential Plan: $1,500; Advanced Plan: $2,500; Premier Plan: $4,500.
$0+: up to 1.50% annually for Traditional Portfolio Management Services (negotiable) $0+: 0.50% annually for Web-Based Portfolio Management Services (Betterment Platform), plus 0.25% platform fee charged by Betterment
Advisory representatives receive commissions from securities sales and insurance products separate from advisory fees.
Up to $300 per hour for certain financial planning and retirement consulting services.
Ongoing annual financial planning fees starting at $2,000 (waived if client invests with firm and meets $500,000 minimum assets).
Account minimum: $500,000
Main office location
Wiseman & Associates Wealth Management
115 The Plains Road, Suite 100
Middleburg VA 20117, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Quick links
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