Wiser Advisor Group

Overview

Wiser Advisor Group is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based advice under a mix of percentage-of-AUM and fixed-fee arrangements and provides services that include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside managers. The firm does not identify as an active ESG investor and appears to operate on a single-state basis. The firm is owned by an individual and registers with the SEC. Its business model emphasizes outsourced manager use and allocation to third-party strategies rather than running large in-house product platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives