Wealthwise Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthWise Financial Solutions provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. In addition to portfolio management and ongoing advisory consultations, the firm offers tax planning, accounting, and tax preparation services to both advisory and non‑advisory clients.
The firm employs a fundamental‑analysis approach to portfolio construction, typically using diversified allocations of index and actively managed mutual funds and exchange‑traded funds alongside individual equities and fixed‑income securities, and it generally manages client accounts on a discretionary basis with periodic (at least quarterly) reviews. Custodial and execution services are arranged through a third‑party custodian and the firm emphasizes asset allocation, diversification, risk management, and tax efficiency in its recommendations.
What is distinctive about the firm compared with most independent advisers is its operation as an accounting practice in addition to an investment advisory business and its leadership’s professional accounting and investment credentials; these accounting and tax services are separately compensated and the firm discloses the resulting conflicts of interest. The practice manages roughly $49.8 million for a relatively small client base, and discloses that accounting work may occupy a meaningful portion of the firm’s time, which can affect how services are coordinated and delivered.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
$240.00 per hour for financial planning and advisory consultation services
Account minimum: $1,000 annually minimum fee Minimum fee: Minimum annual fee of $1,000 ($250 quarterly minimum) for investment management services
Main office
Snellville GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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