Michelle Deal
White River Investments · Cedar Park, Texas
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.
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Facts
| Firm | White River Investments |
|---|---|
| Based in | Cedar Park, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.6M across 117 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4135475 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Michelle's firm compares
- White River Investments's average account is about $201,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Michelle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cedar Park
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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