# Wiser Advisor Group

> Wiser Advisor Group is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 326579
- Filed as: WISER ADVISOR GROUP
- Legal name: Wiser Advisor Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326579
- AdvisorCensus page: https://advisorcensus.com/firm/wiser-advisor-group-326579

## Quick answers

**How is Wiser Advisor Group compensated?**
On its Form ADV (Item 5.E, October 2026), Wiser Advisor Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Wiser Advisor Group registered with the SEC or a state?**
Wiser Advisor Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326579.

**How much does Wiser Advisor Group manage?**
Wiser Advisor Group reports $127,790,495 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Wiser Advisor Group's assets and staff changed since 2023?**
In the Form ADV data for Wiser Advisor Group: Regulatory assets under management: $101,633,114 in the October 2023 data and $127,790,495 in the October 2026 data, up 26%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wiser Advisor Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (33); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Wiser Advisor Group use?**
Wiser Advisor Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wiser Advisor Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326579

**Does Wiser Advisor Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "WAG does not maintain a minimum account size requirement."

**What changed in Wiser Advisor Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $115,050,484 to $127,790,495 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> WAG does not maintain a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $127,790,495
- Discretionary: $127,185,386
- Non-discretionary: $605,109

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $5,936,709 |
| High net worth individuals | 97 | $106,665,562 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $5,892,630 |
| Charitable organizations | 9 | $8,882,698 |
| Corporations or other businesses not listed above | 4 | $412,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, DE, FL, IN, MA, MI, NC, NJ, NV, SC, SD, TN, TX, UT, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wiser-advisor.com
- Facebook @WiserAdvisorGroup
- LinkedIn @wiser-advisor-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $101,633,114 | 2 | September 1, 2023 |
| October 2024 | $117,721,540 | 2 | September 10, 2024 |
| October 2025 | $115,050,484 | 2 | July 7, 2025 |
| October 2026 | $127,790,495 | 3 | March 25, 2026 |

Regulatory assets under management: $101,633,114 in the October 2023 data and $127,790,495 in the October 2026 data, up 26%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $115,050,484 to $127,790,495 (+11%).

### January 2026
- Registered or notice-filed in FL, SD, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wiser Advisor Group (CRD 326579): Form ADV filing data as of October 2026.