John Doak
Riverwater Partners · Milwaukee, Wisconsin
John Doak is a fee-only financial advisor at Riverwater Partners in Milwaukee, Wisconsin. Riverwater Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Riverwater Partners |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $660.9M across 548 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7431241 |
| Exams passed | Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.riverwaterpartners.com |
How John's firm compares
- Riverwater Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 548 accounts).
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Questions about John
Is John Doak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Riverwater Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Riverwater Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Doak based?
John Doak is based in Milwaukee, Wisconsin.
Is John Doak registered with the SEC?
Yes. John Doak is registered as an investment adviser representative in WI (CRD 7431241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverwater Partners manage?
Riverwater Partners reports $660.9M across 548 accounts in assets under management.
How do I contact John Doak?
Through John's website, www.riverwaterpartners.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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