Firm
Waterside Investment Advisers
Sarasota, Florida
Fee-only
Waterside Investment Advisers at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients.
- Its average account is about $290,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | watersidefl.com |
| [email protected] | |
| Phone | (877) 230-3600 |
Waterside Investment Advisers fees
Waterside Investment Advisers 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.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $4 million |
| Individual clients | 13 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 309788 |