# Michael Gaona

> Michael Gaona is a fee-only financial advisor at Heritage Haus Wealth Partners in New Braunfels, Texas. Heritage Haus Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Heritage Haus Wealth Partners
- **Based in:** New Braunfels, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $241.1M across 1,177 accounts
- **CRD:** 6742148 (https://adviserinfo.sec.gov/individual/summary/6742148)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2022), Series 66 (2018)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.heritagehauswealth.com/

## Frequently asked questions

### Is Michael Gaona a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Heritage Haus Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Heritage Haus Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Gaona based?

Michael Gaona is based in New Braunfels, Texas.

### Is Michael Gaona registered with the SEC?

Yes. Michael Gaona is registered as an investment adviser representative in TX (CRD 6742148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Heritage Haus Wealth Partners manage?

Heritage Haus Wealth Partners reports $241.1M across 1,177 accounts in assets under management.

### How do I contact Michael Gaona?

Through Michael's website, www.heritagehauswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6742148): 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.