Shawna Theriault is a CFP-designated registered investment advisor at Wiser Wealth Management, INC, based in Marietta, GA, with 18 years of industry experience. Shawna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 493 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for clients with $5,000,000 or more under management.
Fee Estimator
Contact
Shawna Theriault
Location
125 Church St, Suite 220, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shawna is a health coach with Optavia, dedicating a few hours per week to this business. She also serves on the board of directors for a private family foundation, spending minimal time per month on this activity.
Employment History
Current Registrations
Wiser Wealth Management, INC
Previous Registrations
Henssler Financial
Alps Distributors, INC.Broker
Charles Schwab & CO., INC.Broker
Empire Financial Group, INC.Broker
Advantage Trading Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Shawna resides in the Atlanta area with her husband, three daughters and their family dog. She enjoys health/wellness, traveling and supporting the girls in their studies and numerous cheerleading teams. She is passionate about health, wellness, and personal growth, believing that the same consistency and mindset that sustain financial success also drive a strong, healthy life.