Water Street Wealth Management

Water Street Wealth Management at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its website says it's taking new clients.

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Water Street Wealth Management fees

Water Street Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

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.

Advisors at this firm (1)

• Jeffrey Schlotterbeck

  CFP

Other fee-only firms in Tampa

• AFT Financial Planning
• American Family Legacy Group
• Axiom Paragon Services
• BayView Financial Planning
• Brightwater Advisory
• Caliber Wealth Advisory
• Cassedy Financial Group
• Cirrus Capital Management

Fee-only advisors in Florida