# Jerad Waggy

> Jerad Waggy is a fee-only financial advisor at Firestone Capital Management in South Miami, Florida, who holds the CFP credential. Firestone Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jerad-waggy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Firestone Capital Management
- **Based in:** South Miami, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $806.2M across 1,298 accounts
- **Credentials:** CFP
- **CRD:** 5180439 (https://adviserinfo.sec.gov/individual/summary/5180439)
- **SEC registration:** Investment adviser representative in FL, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.firestonecapital.com/

## Frequently asked questions

### Is Jerad Waggy a fee-only financial advisor?

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

### How does Jerad charge for financial advice?

Jerad's firm, Firestone Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jerad Waggy based?

Jerad Waggy is based in South Miami, Florida.

### What credentials does Jerad Waggy hold?

Jerad Waggy holds the CFP credential.

### Is Jerad Waggy registered with the SEC?

Yes. Jerad Waggy is registered as an investment adviser representative in FL and TX (CRD 5180439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Firestone Capital Management manage?

Firestone Capital Management reports $806.2M across 1,298 accounts in assets under management.

### How do I contact Jerad Waggy?

Through Jerad's website, www.firestonecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5180439): 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

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