Michael Whealdon
Waters, Parkerson & · New Orleans, Louisiana
Michael Whealdon is a fee-only financial advisor at Waters, Parkerson & in New Orleans, Louisiana. Michael charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Waters, Parkerson & |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $2.86B across 1,916 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 1277324 |
| Exams passed | Series 63 (1990) · Series 65 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.watersparkerson.com |
How Michael's firm compares
- Waters, Parkerson &'s average account is about $1.5 million, from its Form ADV (assets managed divided by 1,916 accounts).
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Questions about Michael
Is Michael Whealdon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Waters, Parkerson & 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 charges a percentage of assets.
How much does Michael charge?
According to Waters, Parkerson &'s website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Michael Whealdon based?
Michael Whealdon is based in New Orleans, Louisiana.
Is Michael Whealdon registered with the SEC?
Yes. Michael Whealdon is registered as an investment adviser representative in LA and TX (CRD 1277324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waters, Parkerson & manage?
Waters, Parkerson & reports $2.86B across 1,916 accounts in assets under management.
How do I contact Michael Whealdon?
Through Michael's website, www.watersparkerson.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
- Waters, Parkerson & 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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