# Gregory Chapas

> Gregory Chapas is a fee-only financial advisor at Truewater Wealth in Ponte Vedra Beach, Florida. Gregory charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning.

Page: https://find.wellspent.co/advisors/gregory-chapas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Truewater Wealth
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $74.3M across 336 accounts
- **Specialties:** Tax planning
- **CRD:** 7447152 (https://adviserinfo.sec.gov/individual/summary/7447152)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2022)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://truewaterwealth.com/

## Frequently asked questions

### Is Gregory Chapas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Truewater Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory charges a percentage of assets.

### How much does Gregory charge?

According to Truewater Wealth's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Where is Gregory Chapas based?

Gregory Chapas is based in Ponte Vedra Beach, Florida.

### What does Gregory specialize in?

Gregory's specialties include tax planning.

### Is Gregory Chapas registered with the SEC?

Yes. Gregory Chapas is registered as an investment adviser representative in FL (CRD 7447152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Truewater Wealth manage?

Truewater Wealth reports $74.3M across 336 accounts in assets under management.

### How do I contact Gregory Chapas?

Through Gregory's website, truewaterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7447152): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://truewaterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.