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Casey Tyler Smith

WISER WEALTH MANAGEMENT, INC·MARIETTA, Georgia
Unclaimed Profile
125 CHURCH ST, MARIETTA, GA 30060CRD# 4141592Firm CRD# 125282
01

About

Casey Tyler Smith is a registered financial advisor based in MARIETTA, Georgia, affiliated with WISER WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WISER WEALTH MANAGEMENT, INC
WISER WEALTH MANAGEMENT, INC
AUM
$308M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WISER WEALTH MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4141592
Firm CRD# 125282
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Tyler Smith offer?
Casey Tyler Smith specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Casey Tyler Smith's credentials?
Casey Tyler Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Tyler Smith located?
Casey Tyler Smith is based in MARIETTA, Georgia, working with WISER WEALTH MANAGEMENT, INC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Casey Tyler Smith charge for services?
Casey Tyler Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISER WEALTH MANAGEMENT, INC?
WISER WEALTH MANAGEMENT, INC has approximately 8 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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