Wiser Financial Coaching, LLC

Wiser Financial Coaching, LLC (CRD# 142190) is a financial advisory firm headquartered in Durham, NC. They manage $51,000,000 in 477 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $106,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Wiser Financial Coaching, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Marc S. Becker
CRD#: 4247479
2741 Campus Walk Ave, Bld 400, Durham, NC 27705
102
Wealthminder
score

Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.

2
Richard T. Davis
CRD#: 2679869
8606 N. Hwy 109, Winston Salem, NC 27107
93
Wealthminder
score

Richard Davis (CRD# 2679869) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Winston Salem, NC and has over 21 years of experience in the finance industry.

3
Terry M. Miller
CRD#: 3100508
8606 N. Nc Hwy 109, Winston Salem, NC 27107
93
Wealthminder
score

Terry Miller (CRD# 3100508) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry.

4
William J. Thornton
CRD#: 5928715
8606 N. Hwy 109, Winston Salem, NC 27107
90
Wealthminder
score

William Thornton (CRD# 5928715) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Winston Salem, NC and has over 5 years of experience in the finance industry.

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