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Gregory Louis Chapas

Advisor at TrueWater Wealth — Ponte Vedra Beach, FL

Updated today

Credentials

Series 66

Experience

4 years

Location

Ponte Vedra Beach, FL 32082

TrueWater Wealth logo

TrueWater Wealth

Supported

Total advisors

3

Clients per advisor

44 Typical

Avg AUM per client

$554,981 Low

HNW client ratio

16% Low

About

Gregory Chapas is a financial advisor at Truewater Wealth with four years of industry experience. He holds a Series 66 designation and has worked at Ponte Vedra Wealth and Fortress Wealth Planning, among other firms. Outside of his advisory role, he coaches middle school lacrosse for Bolles Prep and the Bolles Bombers Summer Lacrosse league. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates an integrated RIA and CPA model, providing discretionary investment management alongside comprehensive accounting and tax services.

Client services

Based on TrueWater Wealth

Financial planning Portfolio management Pension consulting

Occupation focus

Based on TrueWater Wealth

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial plans up to $7,500, billed 100% in advance or upon delivery; annual updates range from $350 to $750; waived if client contracts for portfolio management

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - over: 0.60%

Project-based

Financial planning services billed hourly at $200 per hour for time expended if terminated early

Other

Account minimum: $250,000 Minimum fee: Minimum annual household fee of $1,000 for investment management services (may be waived or reduced at firm's discretion) Fee-only: Fee-only investment management; no commissions on sales of securities or investment products

Location

Ponte Vedra Beach, FL

818 Jimmy Buffett Memorial Highway, Suite 100

Ponte Vedra Beach FL 32082

Advisors at this office

3

Most active in

Florida

Work history

4 years of industry experience

Ponte Vedra Wealth

2026 - Present • 1 year

Ponte Vedra, FL

Fortress Wealth Planning

2023 - 2025 • 2 years

Ponte Vedra Beach, FL

Fl Prep Lacrosse Events Llc (Bolles Bombers Summer Lacrosse)

2022 - Present • 4 years

Jacksonville, FL

Raymond James & Associates

2021 - 2023 • 2 years

Jacksonville, FL

Clean Water Compliance

2018 - 2021 • 3 years

St Augustine, FL

Enterprise Holdings

2014 - 2017 • 3 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Erin E

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, LLC

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Long-term care insurance Business exit / sale strategy Founder/Business Owner Self-Employed Executive Technology Professional Established Professionals HENRY (High Earners, Not Rich Yet) Women Professionals Women Business Owners Women's Finance
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is an independent financial advisor with JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Dempsey Lord Smith, LLC, Edward Jones, and Hornor, Townsend & Kent, LLC. He also operates the Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses custom portfolio management with a tactical allocation approach, employing fundamental, technical, and cyclical analysis, and implements client accounts via monitored third-party managers. The firm's licensed insurance agency status and combined retirement plan consulting and 1031 exchange services further differentiate its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
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Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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Grysko J

Series 65

Jacksonville Beach, FL

Ascend Wealth Advisors, LLC

James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients, employing a value-driven, fundamental investment approach that emphasizes companies with strong balance sheets, steady earnings, and dividend histories. The firm also offers investor education seminars and operates under an affiliation with a public accounting firm and a third-party money manager through a fee-sharing arrangement.

Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Ulrike B

CFP®

Ponte Vedra Beach, FL

Sapphire Wealth Consulting, Inc.

Ulrike Bittenbinder is a CFP® professional with nine years of industry experience. She has worked at Sapphire Wealth Consulting, Inc. since 2016, with a brief period at Ken Zahn / University of North Florida from 2017 to 2021, and also has experience with Paul A Moir M.D. P.A. from 2012 to 2021. Sapphire Wealth Consulting, Inc. provides investment management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes client-specific policy construction and strategic asset allocation, managing both discretionary and non-discretionary accounts with a range of instruments including equities, fixed income, ETFs, private equity, and private credit.

Private / alternative investments Real estate investing Options & derivatives strategies ESG / Sustainable investing
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