Wardlaw Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,484,218
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
102
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$740,041
About
The firm provides discretionary asset management, financial planning, and retirement plan consulting to individuals and high-net-worth clients, and also accepts plan sponsors, institutional accounts, and charitable organizations. Its services cover portfolio management across stocks, bonds, mutual funds, ETFs, REITs, options, and tailored financial-planning engagements provided on either a project or ongoing basis.
Investment decisions draw on a mix of fundamental analysis, technical/charting techniques, and modern portfolio theory to build diversified portfolios using both long- and short-term strategies, with investment guidelines formalized in client-specific Investment Policy Statements. Accounts are generally managed on a discretionary basis with periodic (at least quarterly) reviews and written reporting to clients.
Distinctively for a small independent advisor, the firm offers pension consulting and acts in a 3(21) advisory capacity for employer-sponsored retirement plans, and it explicitly accepts institutional and charitable clients—services that are uncommon among peers. The firm discloses an affiliated insurance business and licensed insurance activity, and it reports approximately $75.6 million in assets under management, all of which are material considerations for prospective clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Charitable giving & philanthropy
Business Financial Management
Real estate investing
Fee options
$0 - $100,000: 1.15% $100,001 - $500,000: 0.90% $500,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
$175 per hour for financial planning and consulting services
Minimum fee: Minimum Annual Fee: $120 (waived for accounts with $4,000 or less) Fee-only: Hourly fees for financial planning and consulting services at $175 per hour
Main office location
Wardlaw Wealth Management LLC
200 W. Highway 6, No.614
Waco TX 76712, United States
Number of offices
1
Most active in
Wardlaw Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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