Jacqueline Waite
Atwater Wealth Management · Boston, Massachusetts
Jacqueline Waite is a fee-only financial advisor at Atwater Wealth Management in Boston, Massachusetts. Jacqueline charges a percentage of assets and a flat fee or retainer (0.45%–1% a year of assets managed and a $2,000,000 asset minimum).
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Facts
| Firm | Atwater Wealth Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 0.45%–1% a year of assets managed · A $2,000,000 asset minimum |
| Assets under management | $248.2M across 322 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 7164375 |
| Exams passed | Series 63 (2019) · Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | atwaterwealth.com |
| Profile |
How Jacqueline's firm compares
- Atwater Wealth Management's average account is about $771,000, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Jacqueline
Is Jacqueline Waite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacqueline holds no broker registration, and Atwater Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacqueline charge for financial advice?
Jacqueline charges a percentage of assets and a flat fee or retainer.
How much does Jacqueline charge?
According to Atwater Wealth Management's website, checked October 30, 2026: 0.45%–1% a year of assets managed; a $2,000,000 asset minimum.
Where is Jacqueline Waite based?
Jacqueline Waite is based in Boston, Massachusetts.
Is Jacqueline Waite registered with the SEC?
Yes. Jacqueline Waite is registered as an investment adviser representative in MA and TX (CRD 7164375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwater Wealth Management manage?
Atwater Wealth Management reports $248.2M across 322 accounts in assets under management.
How do I contact Jacqueline Waite?
Through Jacqueline's website, atwaterwealth.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
- Atwater 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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