Wiser Wealth Management, Inc.

Wiser Wealth Management, Inc. (CRD# 125282) is a financial advisory firm headquartered in Marietta, GA. They manage $60,800,000 in 171 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $355,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

FL, GA, TX

Financial Advisors at Wiser Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Sonja M. Gonzalez
CRD#: 5213863
125 Church St, Suite 220, Marietta, GA 30060
93
Wealthminder
score

Sonja Gonzalez (CRD# 5213863) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 9 years of experience in the finance industry.

2
Casey T. Smith
CRD#: 4141592
125 Church St, Suite 220, Marietta, GA 30060
93
Wealthminder
score

Casey Smith (CRD# 4141592) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 16 years of experience in the finance industry.

3
James C. Wilbur
CRD#: 5468850
125 Church St, Suite 220, Marietta, GA 30060
93
Wealthminder
score

James Wilbur (CRD# 5468850) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 8 years of experience in the finance industry.

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