Wiser Advisor Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$112,602,271
Clients
130
Advisors
3
of 3 employees
About
Wiser Advisor Group is an SEC-registered advisory firm that serves individual clients (including high-net-worth households) as well as entities such as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, and works with a range of vehicles that include mutual funds, ETFs, individual securities, variable insurance products, third‑party managers, alternative managers, and private funds.
The firm describes an investment process that blends fundamental, economic, technical, cyclical, and charting analysis and employs both long‑ and short‑term strategies to meet client objectives. Wiser offers both managed discretionary accounts and non‑managed accounts and uses an onboarding and periodic review process to tailor portfolios and trading restrictions to individual client goals and constraints.
Compared with many supported peers, Wiser is notable for sponsoring a wrap‑fee program in which discretionary accounts are managed under an inclusive fee arrangement, and for having supervised persons who are dually licensed to offer commissionable insurance and broker‑dealer products. The firm also emphasizes retirement plan consulting with potential ERISA fiduciary engagement and a relatively broad investment toolkit—including structured notes, private funds, and digital asset exposure—which distinguishes it from many similarly sized advisory teams.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees starting at $15,000
$0 - $250,000: 1.40% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $30,000,000: 0.65% $30,000,001+: 0.55%
Clients may select fee-based or commission-based accounts; representatives receive commissions for insurance products
Minimum fee: Financial planning minimum fee of $15,000 Fee-only: Flat fee for financial planning services, minimum $15,000
Main office
Phoenix AZ
Advisors at this office
3
Most active in
Arizona · California · Colorado · Delaware · Florida · Indiana · Massachusetts · Michigan · Nevada · New Jersey · North Carolina · South Carolina · South Dakota · Tennessee · Texas · Utah · Wisconsin · Wyoming
Also doing business as
Wiser Advisor Group · Wiser Advisor Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Donald L
Series 65
Phoenix, AZ
Wiser Advisor Group
Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.
Larry L
CFP®, Series 63, Series 65
Phoenix, AZ
Wiser Advisor Group
Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.
Zachary L
Series 66
Phoenix, AZ
Wiser Advisor Group
Zachary Lytle is a financial advisor with Wiser Advisor Group in Phoenix, AZ. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Wiser Advisor Group, he worked at RBC Capital Markets, LLC and Great Point Capital, LLC. He is also an active owner of Wiser Venture, LLC, a business engaged in investment banking activities. Wiser Advisor Group is an SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an investment process that integrates multiple analytical approaches and employs both long- and short-term strategies.
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