WISER WEALTH MANAGEMENT, INC

Overview

Wiser Wealth Management, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional work. The firm uses a fee mix that includes percentage-of-AUM, hourly and fixed-fee engagements. Registered with the SEC in 2021 and owned by an individual, Wiser Wealth favors public funds and mutual funds as the core building blocks of client portfolios while supplementing those core exposures with third-party alternative managers. Investment activity shows a strong tilt toward broad public-market exposure delivered through ETFs and mutual funds, with the Vanguard 500 Index Fund occupying the largest position in its reported portfolio. The adviser is not an active ESG investor and does not operate as a capital allocator; instead, it allocates to outside managers for alternative strategies such as real estate, commodities, digital currency and oil & gas. Advisory services are focused on tailored financial planning and discretionary portfolio management for individual and family clients, as well as small business accounts.

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Location & Offices