Jessica McCain
Waterway Wealth Management · The Woodlands, Texas
Jessica McCain is a fee-only financial advisor at Waterway Wealth Management in The Woodlands, Texas, who holds the CFP credential. Jessica focuses on tax planning, estate & legacy planning and family wealth transfer. Waterway Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Waterway Wealth Management |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.8M across 1,073 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6142435 |
| Exams passed | Series 66 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waterwaywealth.com |
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Questions about Jessica
Is Jessica McCain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Waterway Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Waterway Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica McCain based?
Jessica McCain is based in The Woodlands, Texas.
What does Jessica specialize in?
Jessica's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Jessica works with executives and founders.
What credentials does Jessica McCain hold?
Jessica McCain holds the CFP credential.
Is Jessica McCain registered with the SEC?
Yes. Jessica McCain is registered as an investment adviser representative in TX (CRD 6142435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterway Wealth Management manage?
Waterway Wealth Management reports $675.8M across 1,073 accounts in assets under management.
How do I contact Jessica McCain?
Through Jessica's website, www.waterwaywealth.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
- Waterway 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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