Daniel Trgovich
Waterway Wealth Management · The Woodlands, Texas
Daniel Trgovich is a fee-only financial advisor at Waterway Wealth Management in The Woodlands, Texas, who holds the CFA credential. Daniel 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.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5704678 |
| Exams passed | Series 63 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waterwaywealth.com |
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Questions about Daniel
Is Daniel Trgovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Waterway Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Trgovich based?
Daniel Trgovich is based in The Woodlands, Texas.
What does Daniel specialize in?
Daniel's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Daniel works with executives and founders.
What credentials does Daniel Trgovich hold?
Daniel Trgovich holds the CFA credential.
Is Daniel Trgovich registered with the SEC?
Yes. Daniel Trgovich is registered as an investment adviser representative in TX (CRD 5704678), 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 Daniel Trgovich?
Through Daniel'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.
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