Ariel Jasso
Waterway Wealth Management · The Woodlands, Texas
Ariel Jasso is a fee-only financial advisor at Waterway Wealth Management in The Woodlands, Texas. Ariel focuses on tax planning, estate & legacy planning and family wealth transfer. Waterway Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ariel →
Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Waterway Wealth Management |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.8M across 1,073 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6614441 |
| Exams passed | Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waterwaywealth.com |
| Profile |
Request an introduction to Ariel
Tell Ariel a little about what you're looking for. Ariel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ariel
Is Ariel Jasso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ariel holds no broker registration, and Waterway Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ariel charge for financial advice?
Ariel's firm, Waterway Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ariel Jasso based?
Ariel Jasso is based in The Woodlands, Texas.
What does Ariel specialize in?
Ariel's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Ariel works with executives and founders.
Is Ariel Jasso registered with the SEC?
Yes. Ariel Jasso is registered as an investment adviser representative in TX (CRD 6614441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterway Wealth Management manage?
Waterway Wealth Management reports $675.8M across 1,073 accounts in assets under management.
How do I contact Ariel Jasso?
Through Ariel's website, www.waterwaywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Waterway Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.