Firm
Truewater Wealth
Ponte Vedra Beach, Florida
Fee-only
Truewater Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 7 employees and 133 individual clients, 21 of them high net worth.
- Its average account is about $221,000 (assets it manages divided by its 336 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Ponte Vedra Beach, Florida |
|---|---|
| Website | truewaterwealth.com |
| [email protected] | |
| Phone | (904) 280-0771 |
Truewater Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $500,000 1.25%" source
"Up to $500,000 1.25%" source
"Fees are billed on assets under management as described in our Form ADV Part 2A." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $74 million |
| Individual clients | 112 |
| High-net-worth clients | 21 |
| Accounts managed | 336 |
| Employees | 7 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 142080 |