Wiser Wealth Management, Inc

Overview

Wiser Wealth Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm is organized as a corporation and serves both individual and family clients as well as institutional clients. Its advisory remit centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not position itself as a third‑party capital allocator; instead, its reported activity is concentrated on managing public fund exposures and providing planning and portfolio services for private clients. Wiser Wealth reports it is not an active ESG investor.

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Public Holdings

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Location & Offices