# Michelle Deal > Michelle Deal is a fee-only financial advisor at White River Investments in Cedar Park, Texas. White River Investments reports charging a percentage of assets on its Form ADV. Page: https://find.wellspent.co/advisors/michelle-deal/ Built from SEC adviser records; last checked October 30, 2026. ## Facts - **Firm:** White River Investments - **Based in:** Cedar Park, Texas - **Fee model (firm's Form ADV):** Percentage of assets - **Assets under management (firm):** $23.6M across 117 accounts - **CRD:** 4135475 (https://adviserinfo.sec.gov/individual/summary/4135475) - **SEC registration:** Investment adviser representative in TX - **Exams passed:** Series 63 (2008), Series 65 (2008) - **Firm size:** 2 employees - **Disclosures:** None reported ## Frequently asked questions ### Is Michelle Deal a fee-only financial advisor? Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and White River Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV. ### How does Michelle charge for financial advice? Michelle's firm, White River Investments, reports charging a percentage of assets on its SEC Form ADV. ### Where is Michelle Deal based? Michelle Deal is based in Cedar Park, Texas. ### Is Michelle Deal registered with the SEC? Yes. Michelle Deal is registered as an investment adviser representative in TX (CRD 4135475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How much does White River Investments manage? White River Investments reports $23.6M across 117 accounts in assets under management. ### How do I contact Michelle Deal? Contact details aren't on file yet. Search for White River Investments. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4135475): 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 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.