What we do
We manage ~$1.7 billion in assets and serve as an outsourced Chief Investment Officer for individuals and foundations. We are a Fee-Only wealth management firm, and therefore we do not sell commissioned products.
Wateroak at a glance
- Assets Under Management: ~$1.7 billion
- Location: Headquarters in Winter Park, FL
- Compensation Structure: Fee-Only
- Human Capital: 17 full-time employees
- Designations/Advanced Degrees of staff: CFA, CFP®, CIPM, EA, MBA
- Ownership: 100% employee owned
How to hire an advisor
Learn which questions are most important to ask before choosing a financial advisor.
We provide financial planning as an additional service for our wealth management clients, delivered by experts.
- Our wealth planning team focuses exclusively on planning
- Customized wealth plans for a broad range of clients
Tools for clients
Do you know your risk number?
We offer a valuable Tool for Clients that will calculate a personalized risk number for you.