Caroline McInerney
HWM Wealth · Atlanta, Georgia
Caroline McInerney is a fee-only financial advisor at HWM Wealth in Atlanta, Georgia, who holds the CFP credential. Caroline focuses on founders (pre-exit), retirement planning and tax planning. HWM Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | HWM Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.7M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2767841 |
| Exams passed | Series 63 (2017) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hwmwealth.com |
| Profile |
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Questions about Caroline
Is Caroline McInerney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and HWM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, HWM Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Caroline McInerney based?
Caroline McInerney is based in Atlanta, Georgia.
What does Caroline specialize in?
Caroline's specialties include founders (pre-exit), retirement planning and tax planning. Caroline works with founders.
What credentials does Caroline McInerney hold?
Caroline McInerney holds the CFP credential.
Is Caroline McInerney registered with the SEC?
Yes. Caroline McInerney is registered as an investment adviser representative in GA (CRD 2767841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HWM Wealth manage?
HWM Wealth reports $18.7M across 28 accounts in assets under management.
How do I contact Caroline McInerney?
Through Caroline's website, hwmwealth.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
- HWM Wealth 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.
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