Drew Waterbury
Ocean Advisors · Charlotte, North Carolina
Drew Waterbury is a fee-only financial advisor at Ocean Advisors in Charlotte, North Carolina, who holds the CFP credential. Drew charges hourly fees and a percentage of assets ($200 an hour) and focuses on retirement planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Ocean Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Hourly · Percentage of assets |
| Fees (firm's website) | $200 an hour |
| Assets under management | $54.8M across 97 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC · CRD 1402963 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oceanadvisors.com |
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Questions about Drew
Is Drew Waterbury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Ocean Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew charges hourly fees and a percentage of assets.
How much does Drew charge?
According to Ocean Advisors's website, checked October 30, 2026: $200 an hour.
Where is Drew Waterbury based?
Drew Waterbury is based in Charlotte, North Carolina.
What does Drew specialize in?
Drew's specialties include retirement planning and family wealth transfer. Drew works with retirees and multi-generational families.
What credentials does Drew Waterbury hold?
Drew Waterbury holds the CFP credential.
Is Drew Waterbury registered with the SEC?
Yes. Drew Waterbury is registered as an investment adviser representative in FL and NC (CRD 1402963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ocean Advisors manage?
Ocean Advisors reports $54.8M across 97 accounts in assets under management.
How do I contact Drew Waterbury?
Through Drew's website, www.oceanadvisors.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
- Ocean Advisors 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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