AdvisorCensus / Financial advisors / Georgia / Atlanta / Wiser Wealth Management, Inc
Wiser Wealth Management, Inc is an SEC-registered investment advisory firm in Marietta, GA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.
Quick answers
From the filingHow is Wiser Wealth Management, Inc compensated?
On its Form ADV (Item 5.E, October 2026), Wiser Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Wiser Wealth Management, Inc charge?
Its Form ADV Part 2A brochure dated April 9, 2026 states: Hourly rate: $475 an hour (updating financial plans); Flat fee: $3,000 to $10,000 (setup of the retirement plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wiser Wealth Management, Inc located?
Wiser Wealth Management, Inc's principal office is in Marietta, GA, according to its Form ADV.
Is Wiser Wealth Management, Inc registered with the SEC or a state?
Wiser Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 125282.
How much does Wiser Wealth Management, Inc manage?
Wiser Wealth Management, Inc reports $513,631,706 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (98% discretionary).
How have Wiser Wealth Management, Inc's assets and staff changed since 2021?
In the Form ADV data for Wiser Wealth Management, Inc: Regulatory assets under management: $161,489,574 in the October 2021 data and $513,631,706 in the October 2026 data, up 218%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wiser Wealth Management, Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (365); high net worth individuals (156); pension and profit sharing plans (but not the plan participants or government pension plans) (7).
Which custodians does Wiser Wealth Management, Inc use?
Wiser Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wiser Wealth Management, Inc 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/125282
What changed in Wiser Wealth Management, Inc's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in KY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $475 an hour (updating financial plans)
The brochure's wording
Financial plans can be updated at the client’s request, at a rate of $475 per hour.
Flat fee: $3,000 to $10,000 (setup of the retirement plan)
The brochure's wording
There is also a one-time, non-refundable setup fee of between $3,000 and $ 10,000, depending on complexity and time involved.
As stated in the firm's Form ADV Part 2A brochure dated April 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$513,631,706 as of October 2026, filing dated June 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 11. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $513,631,706 | 11 | June 22, 2026 |
| October 2025 | $404,575,980 | 10 | March 17, 2025 |
| October 2024 | $307,914,735 | 8 | July 26, 2024 |
| October 2023 | $233,320,269 | 7 | June 21, 2023 |
| October 2022 | $225,918,828 | 8 | August 9, 2022 |
| October 2021 | $161,489,574 | 6 | June 11, 2021 |
Regulatory assets under management: $161,489,574 in the October 2021 data and $513,631,706 in the October 2026 data, up 218%.
Total employees: 6 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in KY.
- April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $404,575,980 to $513,631,706 (+27%).
- Registered or notice-filed in VA.
- February 2026
- Registered or notice-filed in MN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wiser Wealth Management, Inc (CRD 125282): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wiser-wealth-management-inc-marietta-ga-125282