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 22 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 16 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 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.