Our advisors who hold the Certified Financial Planner™(CFP®) designation are required to abide by set standards with the CFP® Board. Click the link below to learn more about the CFP® Board of Standards.Learn more about Certified Financial Planners
We are a registered financial advisor 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
Our firm is a member of the National Association of Personal Financial Advisors (NAPFA). Click the link below to learn more about NAPFA.Learn more about NAPFA
Our firm is a member of the Financial Planning Association (FPA). Click the link below to learn more about FPA.Learn more about FPA
Our firm is an Accredited Business with the Better Business Bureau® (BBB®). Click on the link below to learn about the BBB® as well as our firm's rating, history and more.Learn more about BBB
We calculate our Client Satisfaction percentage based on client feedback results from a satisfaction survey. Our clients receive this survey after each annual review meeting.
over the last five years
We calculate our Client Retention percentage based on assets under management (AUM) clients over the last 5 years. Our formula for determining this number is:
(total number of AUM clients - number of AUM clients lost) / (total number of AUM clients)
Then, we take the average of those 5 numbers to calculate our average over the 5 year period.
Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.