A. WiserAdvisor (the “Adviser,” “we,” “us,” or “our”) is an investment adviser founded in 2022, registered with the U.S. Securities and Exchange Commission (“SEC”), and principally owned by Atul Jain.
B. Our investment advisory services are limited to the selection of other independent and unaffiliated third-party investment advisers (“Third-Party Advisers”). We offer promoter/solicitor services (exclusively through our interactive website platforms (the “Platforms”), accessible at https://www.wiseradvisor.com/,https://www.paladinregistry.com/, https://www.financialplanners.net/,https://www.financialadvisor.net/,https://www.rothira.org/, https://indyfin.com,https://addfinancialadvisors.com,andhttps://www.retirementplanning.net/) that involve the referral of prospective advisory clients to such Third-Party Advisers with whom we have a written agreement and who compensate us for such referrals. We collect information from individuals exclusively through our Platforms and then suggest Third-Party Advisers that may be a fit for their investment advisory needs. After engaging our interactive website, the prospective client determines whether to enter into an advisory relationship with any Third-Party Adviser presented or made available to such prospective advisory client through our website. Incidental to the interactive website platform, we may also coordinate meetings

between prospective advisory clients and third-party investment advisers purely in an administrative capacity.
As part of our vetting process, we determine whether the Third-Party Advisers we work with are registered as an investment adviser. We do not review the on-going performance of the Third-Party Adviser, do not effect transactions for any client’s account, and do not provide investment recommendations to clients. Individuals will receive a copy of the third-party adviser’s Form ADV Part 2 and should be aware that they can obtain additional investment advisory services directly from other advisers of the individual’s choice.
Our investment advisory services are limited to making referrals to other registered investment advisers based on the particular needs of a prospective advisory client. The Third-Party Adviser, if engaged by a referred individual, will determine and implement specific investment strategies for the referred individual. We are not tax or legal professionals and do not give legal or tax advice.
Since we do not otherwise render investment advice and limit our activities to facilitating referrals to Third-Party Advisers, we do not tailor any advisory services to the individual needs of prospective advisory clients after a referral is made; such personalized tailoring of financial planning and investment advisory services are performed by the Third-Party Adviser. To the extent a prospective advisory client desires to impose restrictions on investing in certain securities or types of securities, such restrictions may be implemented by the Third-Party Adviser at its sole discretion.
C. Adviser does not participate in any wrap fee programs.
D. Since our services are limited to making referrals to other registered investment advisers, we do not have any regulatory assets under management.