Hal Schweiger
BlueWater Wealth Management, LLC · San Diego, California
Hal Schweiger is a fee-only financial advisor at BlueWater Wealth Management, LLC in San Diego, California, who holds the CFP credential. BlueWater Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BlueWater Wealth Management, LLC |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.1M across 47 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4547084 |
| Exams passed | Series 63 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Hal's firm compares
- BlueWater Wealth Management, LLC's average account is about $704,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Hal
Is Hal Schweiger a fee-only financial advisor?
Yes. Hal Schweiger is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hal's firm.
How does Hal charge for financial advice?
Hal's firm, BlueWater Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hal Schweiger based?
Hal Schweiger is based in San Diego, California.
What credentials does Hal Schweiger hold?
Hal Schweiger holds the CFP credential.
Is Hal Schweiger registered with the SEC?
Yes. Hal Schweiger is registered as an investment adviser representative in CA (CRD 4547084), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does BlueWater Wealth Management, LLC manage?
BlueWater Wealth Management, LLC reports $33.1M across 47 accounts in assets under management.
How do I contact Hal Schweiger?
Contact details aren't on file yet. Search for BlueWater Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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