Robert Wade
W Advisors · Germantown, Tennessee
Robert Wade is a fee-only financial advisor at W Advisors in Germantown, Tennessee. W Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | W Advisors |
|---|---|
| Based in | Germantown, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $244.9M across 500 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2321731 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wadvisorsllc.com |
How Robert's firm compares
- W Advisors's average account is about $490,000, from its Form ADV (assets managed divided by 500 accounts).
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Questions about Robert
Is Robert Wade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and W Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, W Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Wade based?
Robert Wade is based in Germantown, Tennessee.
Is Robert Wade registered with the SEC?
Yes. Robert Wade is registered as an investment adviser representative in LA and TX (CRD 2321731), 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 W Advisors manage?
W Advisors reports $244.9M across 500 accounts in assets under management.
How do I contact Robert Wade?
Through Robert's website, www.wadvisorsllc.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
- 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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