Firm
Waterway Wealth Management
The Woodlands, Texas
Fee-only
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | waterwaywealth.com |
| Phone | (281) 363-0000 |
Waterway Wealth Management fees
Waterway Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $676 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | April 13, 2026 |
| SEC record | CRD 164975 |