Wiser Advisor Group

RIASEC RegisteredEst. 2023

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
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 that began SEC registration in 2023 and operates as a limited liability company under individual ownership. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that uses outside managers as part of its investment implementation. Its advisory services encompass financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selecting other advisers. Compensation is a mix of percentage-of-AUM fees and fixed fees. The adviser does not identify as an active ESG investor and is not flagged as a multi-state advisory network.