Ratings
99% Client Satisfaction
We calculate our Client Satisfaction percentage based on client feedback results from a survey sent through SurveyMonkey. Clients receive 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 2024. The actual score was 98.60% and was rounded up. On average, 20% 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 add up each year’s retention rate and divide by 5 to calculate our client retention percentage over the last 5 year period. The actual percentage was 98.67% and was rounded up. This rating is for the years 2020, 2021, 2022, 2023 and 2024.
Google
Reviews
Google reviews feed directly and at random from our business page on Google. We do not filter, control or curate the content. We cannot verify whether the reviewers are clients of our firm. We have not compensated anyone for their review. We have an automated process where we ask every client to leave a review. Google ratings are based entirely on the aggregate reviews provided by the public and change in real-time. They are not based on a specific time period and it is equally easy to provide a positive review as a negative one. We are not aware of any material conflict of interest on the public leaving us a Google Review.
Awards
Casey T. Smith received the 2024 Five Star Wealth Manager Award for the Atlanta Region on September 1, 2024. The award was issued by Five Star Professional (FSP) for the time period 11/14/23 through 6/10/24. We paid nothing to obtain this 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. Casey has received the Five Star Wealth Manager Award for the Atlanta area consecutively over the past 13 years. The award is based on 10 objective criteria. Click the link below to learn more about the award criteria.
Wiser Wealth Management was chosen as the Consumer Choice Award Winner for the top business in the Financial Planning industry in Atlanta for 2024. The award was issued by Consumer Choice Award (CCA) on September 11, 2023. Our firm did not pay to be included in the nomination and/or selection process, although we did pay CCA for use of marketing materials related to the award. Consumer Choice Award has an independent selection process for this award including community, awards, reviews and they call each company as a potential client. You can view the selection process in the link below.
Wiser Wealth Management ranked as one of the top Financial Advisors in Atlanta by Expertise.com for 2024. We did not pay to be included in the nomination and/or selection process. Expertise.com has specific selection criteria for this award including community, awards, reviews and they call each company as a potential client. You can view their selection process in detail by clicking the link below.
Designations
Shawna Theriault, CFP®, CPA, CDFA® is a Certified Divorce Financial Analyst® professional. This certification is from The Institute of Certified Divorce Financial Analysts® (IDFA®). IDFA® is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Click the link below to learn more about the IDFA® organization and the CDFA® certification requirements.
Shawna Theriault, CFP®, CPA, CDFA® is a CERTIFIED FINANCIAL PLANNER™ professional. 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. Click the link below to learn more about the CFP Board of Standards.
Andrew Pratt, CFA, CBDA is a CFA® charterholder. A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program through the CFA Institute and completed acceptable work experience requirements. The marks are the property of CFA Institute. The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked. Click the link below to learn more about the CFA Institute and CFA® Program.
Andrew Pratt, CFA, CBDA has a Certificate in Blockchain and Digital Assets (CBDA). This certificate is offered through the Digital Assets Council of Financial and is designed by advisors to help financial professionals incorporate emerging blockchain and cryptocurrency assets into their practices. The CBDA seeks to provide that added layer of expertise so clients can feel comfortable bringing their digital currency assets to a trusted wealth manager. Click on the link below to learn more about the CDBA and/or Digital Assets Council of Financial Professionals
Affiliations
Wiser Wealth Management financial 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.
Wiser Wealth Management’s financial advisors are members of the National Association of Personal Financial Advisors (NAPFA). Click the link below to learn more about NAPFA membership.
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.
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.
Andrew Pratt, CFA, CBDA is a member of the CFA Society. Founded in 1960, the CFA Society Atlanta supports our members as leaders in finance by upholding the highest ethical and professional standards while advancing diversity, financial literacy and education for the people of Georgia and the global finance community.
