Megan Waters
Covenant Wealth Advisors · Richmond, Virginia
Megan Waters is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia, who holds the CFP credential. Megan charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5223705 |
| Exams passed | Series 66 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
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Questions about Megan
Is Megan Waters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Covenant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan charges a percentage of assets.
How much does Megan charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Megan work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Megan Waters based?
Megan Waters is based in Richmond, Virginia.
What does Megan specialize in?
Megan's specialties include retirement planning, tax planning and estate & legacy planning. Megan works with retirees and pre-retirees.
What credentials does Megan Waters hold?
Megan Waters holds the CFP credential.
Is Megan Waters registered with the SEC?
Yes. Megan Waters is registered as an investment adviser representative in TX and VA (CRD 5223705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Megan Waters?
Through Megan's website, www.covenantwealthadvisors.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
- Covenant Wealth Advisors 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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