Jerad Waggy
Firestone Capital Management · South Miami, Florida
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.
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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 | $806.2M across 1,298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5180439 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.firestonecapital.com |
How Jerad's firm compares
- Firestone Capital Management's average account is about $621,000, from its Form ADV (assets managed divided by 1,298 accounts).
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Questions about Jerad
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.
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
- 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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