Michael Gaona
Heritage Haus Wealth Partners · New Braunfels, Texas
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.
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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 | $241.1M across 1,177 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6742148 |
| Exams passed | Series 65 (2022) · Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.heritagehauswealth.com |
How Michael's firm compares
- Heritage Haus Wealth Partners's average account is about $205,000, from its Form ADV (assets managed divided by 1,177 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
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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