Trevor Wardlaw
Wardlaw Wealth Management · Waco, Texas
Trevor Wardlaw is a fee-only financial advisor at Wardlaw Wealth Management in Waco, Texas. Wardlaw Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wardlaw Wealth Management |
|---|---|
| Based in | Waco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $75.6M across 200 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2946442 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tools2retire.com |
| Profile |
How Trevor's firm compares
- Wardlaw Wealth Management's average account is about $378,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Trevor
Is Trevor Wardlaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Wardlaw Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trevor charge for financial advice?
Trevor's firm, Wardlaw Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Trevor Wardlaw based?
Trevor Wardlaw is based in Waco, Texas.
Is Trevor Wardlaw registered with the SEC?
Yes. Trevor Wardlaw is registered as an investment adviser representative in TX (CRD 2946442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wardlaw Wealth Management manage?
Wardlaw Wealth Management reports $75.6M across 200 accounts in assets under management.
How do I contact Trevor Wardlaw?
Through Trevor's website, www.tools2retire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Waco
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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