98% Client Satisfaction

We calculate our Client Satisfaction percentage based on client feedback results from a survey sent through SurveyMonkey. Our clients receives this survey after each annual review meeting and they are not paid to participate. We collect feedback over the calendar year and it resets on January 1st of each year. The above score is based on the calendar year of 2022. On average, 10-15% of our clients who are asked to provide feedback do so. We are not aware of any material conflict of interest on the part of clients who provide Client Satisfaction feedback.

99% Client Retention

We calculate our Client Retention percentage based on assets under management (AUM) clients of the firm over the last 5 years. The formula we use for determining this number each year is:
(total # of AUM clients – # of AUM clients who left the firm) / total # of AUM clients
Then, we take each average over the last 5 years to calculate our client retention percentage over the last 5 year period.

We received the 2022 Five Star Wealth Manager Award for the Atlanta Region on 9/1/2022. The award was issued by Five Star Professional (FSP) for the time period 12/31/2022 through 6/10/2022. We paid nothing to obtain the rating, though we pay FSP for use of marketing materials related to the award. The award does not assess client experience or opinions and is not an endorsement of Wiser Wealth by FSP. Our firm has received the Five Star Wealth Manager Award for the Atlanta area consecutively over the past 11 years. The award is based on 10 objective criteria. Click the link below to learn more about the award criteria.

Five Star Wealth Manager Award

Wiser Wealth Management was voted the Best of Georgia™ winner in the Financial Advisors category on 11/8/2021. The award was issued by the Georgia Business Journal (GBJ). We did not pay to be included in the nomination and voting process, though we did pay GBJ for marketing use of the award. Click the link below to find out more about how the Best of Georgia™ award works.

Best of Georgia™ – How It Works

We were voted the 2021 Best Financial Planner for East Cobb on 5/26/21. This award is sponsored by Atlanta Best Media, which publishes the My East Cobb Magazine. We did not pay to be included in the nomination and voting process, though we did pay Atlanta Best Media for marketing use of the award. Click the link below to learn more about the 2021 award.

Atlanta Best Media – Best of East Cobb 2021

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our advisors who hold the CERTIFIED FINANCIAL PLANNER™ certification are required to abide by set standards with the CFP Board. Click the link below to learn more about the CFP Board of Standards.

Certified Financial Planner Board of Standards

Wiser Wealth Management advisors are registered with the Fee-Only Network. In order to be affiliated with the Fee-Only Network, a firm must be independent, fee-only and a fiduciary. Click the link below to learn more about the Fee-Only Network.

About Fee-Only Network

Certain Wiser Wealth Management advisors are members of the National Association of Personal Financial Advisors (NAPFA). Click the link below to learn more about NAPFA membership.

Learn more about NAPFA

Some of Wiser Wealth Management’s financial planners are members of the Financial Planning Association (FPA). Click the link below to learn more about the FPA membership organization and their requirements for associated professionals.

Learn more about FPA

Wiser Wealth Management, Inc. BBB Business Review

Wiser Wealth Management is an Accredited Business with the Better Business Bureau® (BBB®). Click on the link below to learn about the BBB® as well as information on our firm’s rating, history and more.

Learn more about BBB