Gregory Chapas
Truewater Wealth · Ponte Vedra Beach, Florida
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.
Request an introduction to Gregory →
Specialties
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 |
| Assets under management | $74.3M across 336 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7447152 |
| Exams passed | Series 66 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | truewaterwealth.com |
How Gregory's firm compares
- Truewater Wealth's average account is about $221,000, from its Form ADV (assets managed divided by 336 accounts).
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory 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 Gregory
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.
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
- Truewater 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.
See something wrong? Request a correction. Read our methodology.