linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wiser Advisor Group

Headquartered in PHOENIX, AZ

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Wiser Advisor Group is an independent financial advisory firm offering a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm has $115,050,484 in regulatory assets under management and is registered with the SEC.

Wiser Advisor Group

$115.05M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

WISER ADVISOR GROUP has a total of 2 branch locations across the country.
location

CHICAGO, IL

location

PHOENIX, AZ

Advisors at Wiser Advisor Group

View All 2 Advisors
Unclaimed
Zachary Evan Lytle

RA

PHOENIX, AZ

View Profile
Unclaimed
Larry Lytle

CFP®, RA

PHOENIX, AZ

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Wiser Advisor Group is right for you?

Disclosures

There are no public disclosures for Wiser Advisor Group.

Frequently Asked Questions (6)

Not sure if Wiser Advisor Group is right for you?