Wiser Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Wiser Wealth Management reports 528 clients. They include 365 individual clients, 156 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 97.7% ($502M across 1,484 accounts) are managed with discretion; $11.9M across 7 accounts are not. A wrap fee program the firm both sponsors and manages holds $15.5M. It advised 105 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 28% |
| High-net-worth individuals | 30% | 70% |
| Pension and profit-sharing plans | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 365 | $144M | 28.0% | $394K |
| High-net-worth individuals | 156 | $358M | 69.7% | $2.29M |
| Pension and profit-sharing plans | 7 | $11.9M | 2.3% | $1.7M |
| Total | 528 | $514M | 100% | $973K |
- Clients
- 365
- Regulatory AUM
- $144M
- AUM share
- 28.0%
- Avg. per client
- $394K
- Clients
- 156
- Regulatory AUM
- $358M
- AUM share
- 69.7%
- Avg. per client
- $2.29M
- Clients
- 7
- Regulatory AUM
- $11.9M
- AUM share
- 2.3%
- Avg. per client
- $1.7M
Total
- Clients
- 528
- Regulatory AUM
- $514M
- AUM share
- 100%
- Avg. per client
- $973K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 105
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wiser Wealth Management charges 0.50%–1.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $7,500 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning only
- Financial planning without investment management is $6,750 for individuals and $8,750 for more complex situations; plan updates are $475 an hour.
Casey Smith owns 75% or more of Wiser Wealth Management. The leadership team of Wiser Wealth Management includes President Casey Smith. It has 11 employees, 5 of them in advisory roles.
Staff
- 11 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Wiser Wealth Management, Inc
Casey Smith
Control person · since May 2001
Wiser Wealth Management’s regulatory assets grew 3.2× from $161M (June 2021) to $514M (June 2026); clients rose from 282 to 528 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $514M | 528 | 11 | 1 |
| Mar 2025March 2025 | $405M | 493 | 10 | 1 |
| Jul 2024July 2024 | $308M | 446 | 8 | 1 |
| Jun 2023June 2023 | $233M | 397 | 7 | 1 |
| Jun 2022June 2022 | $226M | 336 | 8 | 1 |
| Jun 2021June 2021 | $161M | 282 | 6 | 1 |
Besides its headquarters, Wiser Wealth Management has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 125 Church St, Suite 220, MariettaHQ
Contact and registration details
- Legal name
- Wiser Wealth Management, Inc
- Headquarters
- 125 Church St, Suite 220, Marietta, GA 30060
- Website
- wiserinvestor.com
- Phone
- 678-905-4450
- @wiserwealth
- SEC file
- 801-120669
- Founded
- 2001
- Structure
- Georgia corporation
- Fiscal year end
- December
Wiser Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($484M). Wiser Wealth Management has custody of $2.86M for 13 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $484M100%
At year end, Wiser Wealth Management’s separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $523M across 75 positions; the largest are Vanguard Index Fds (31.8%), J P Morgan Exchange Traded F (11.8%) and Vanguard Tax-managed Fds (8.6%).
What the accounts hold
- Stocks9%
- Funds87%
- Cash4%
How many clients does Wiser Wealth Management have?
Wiser Wealth Management has 528 clients and manages $514 million for them, as of June 2026. They include 365 individual clients, 156 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026
What services does Wiser Wealth Management offer?
Wiser Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wiser Wealth Management charge?
Wiser Wealth Management charges 0.50%–1.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $7,500 annual minimum.
Source: WISER WEALTH MANAGEMENT, INC. ADV PART 2A 04.09.2026, filed 9 April 2026
Which custodians does Wiser Wealth Management use?
Wiser Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $484M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026
How many financial advisors does Wiser Wealth Management have?
Wiser Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wiser Wealth Management invest in?
At the end of its last fiscal year, Wiser Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wiser Wealth Management?
Wiser Wealth Management’s direct owner is Casey Smith (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 June 2026
How does Wiser Wealth Management get paid?
Wiser Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wiser Wealth Management?
Wiser Wealth Management’s main office is at 125 Church St, Suite 220, Marietta, GA 30060. Its phone number is 678-905-4450. Its website is wiserinvestor.com.