Wiser Advisor Group

RIASEC Registered

Total AUM

$128M

Discretionary

$127M

100% of AUM

Avg account

$824K

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 326579
Registered since: May 17, 2023
Website: www.wiser-advisor.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.47%
Charitable Organizations6.95%
Individuals4.65%
Pension & Profit Sharing Plans4.61%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wiser Advisor Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM and fixed-fee engagements. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of sub-advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.