Waterway Wealth Management, L.L.C. fees and pricing
Financial planner in The Woodlands, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Waterway Wealth Management, L.L.C. charges a flat or project fee of $4,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000-$10,000
“We will charge a fixed fee, which typically ranges between $4,000 and $10,000 for comprehensive financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Waterway Wealth Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is charged one-half up front and one-half upon completion of the plan, with plans generally being completed within 90 days.”
- “These consultation fees are due immediately upon completion of the consultation.”
- “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
How Waterway Wealth Management, L.L.C.’s fees compare
- Its flat or project fee of $4,000-$10,000 is above the Texas median of $3,850. 73% of the 401 other Texas planners that publish a flat or project fee charge less.
- 8 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.
About Waterway Wealth Management, L.L.C.
“In analyzing each client’s individual needs, we provide a variety of financial planning services.”
- Principal: Paul Michalk
- Firm size: 11 employees.
- Founded: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 139
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $675,772,806
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164975
- Phone
- (281) 363-0000
Other planners in The Woodlands that publish fees
- Anchored WealthThe Woodlands$400/hr
- Assurance Wealth ManagementThe Woodlands$1,500-$2,500
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Cooksen Wealth, LLCThe Woodlands$2,500-$5,000
- Diamond Client Group, LLCThe Woodlands$2,500-$100,000, $250-$8,000/mo
- HFG Wealth Management, LLCThe Woodlands$400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.