PlannerFees

Wiser Wealth Management, Inc fees and pricing

Financial planner in Marietta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 9, 2026, Wiser Wealth Management, Inc charges $475 an hour, a flat or project fee of $6,750, and an annual fee of $7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$475/hr
“Financial plans can be updated at the client’s request, at a rate of $475 per hour.”
Flat or project fee
$6,750
“The fee for financial planning services without investment management is $6,750 for individuals and $8,750 for clients with more complex situations, such as business ownership, multiple entities, advanced tax planning, and/or estate planning needs.”
Annual fee
$7,500/yr
“Our minimum annual fee is $7,500 ($1,875 billed quarterly).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wiser Wealth Management, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The Wealth Management fee is charged quarterly in advance by household and is calculated based on the assets in the account at the close of the last business day of each quarter.”
  • “If any withdrawals are made to the account during the quarter, the quarterly fee will be prorated by Orion and calculated in the manner described above, and a credit will appear on the client’s quarterly bill based on the days the funds were in the account.”
  • “Clients can request to pay fees by check, and this request may be accepted at the firm’s discretion.”

How Wiser Wealth Management, Inc’s fees compare

  • Its hourly rate of $475 is above the Georgia median of $250. 89% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 12 of the 14 other planners in Marietta that publish an hourly rate charge less.
  • Its flat or project fee of $6,750 is above the Georgia median of $5,000. 73% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 6 of the 9 other planners in Marietta that publish a flat or project fee charge less.
  • Its annual fee of $7,500 is above the Georgia median of $5,438. 62% of the 47 other Georgia planners that publish an annual fee charge less.

About Wiser Wealth Management, Inc

“After examining the client’s risk tolerance, investment experience/knowledge, and financial planning objectives, we provide the client with a personalized Investment Allocation Model.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Casey Tyler
  • Firm size: 11 employees.
  • Founded: 2001 (25 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
521
Employees
11
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$513,631,706
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
125282
Website
linkedin.com/company/wiserwealth (opens in new tab)
Phone
(678) 905-4450

Can advise clients in 10 states: Florida, Georgia, Kentucky, Louisiana, Minnesota, North Carolina, South Carolina, Tennessee, Texas, Virginia

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.