Watercolor Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Watercolor Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, high-net-worth clients, trusts, estates and businesses. The firm manages assets on a discretionary basis and reports $234.8 million in AUM across a three-advisor team serving roughly 152 client households.
The firm follows a strategic asset-allocation approach using diversified mutual funds and ETFs, with the option to include individual stocks and bonds where appropriate, and applies modern portfolio theory alongside fundamental and cyclical analysis. Portfolios are monitored and rebalanced regularly, can incorporate ESG/SIS preferences when requested, and the firm uses Fidelity custody and Orion reporting while also leveraging Pontera to implement strategies for accounts not held at its recommended custodian (for example 401(k)s, 403(b)s, 529s and variable annuities).
Noteworthy features include the firm’s disclosure that it uses endorsements and client testimonials in its advertising, a practice that is uncommon among its supported-firm peers. Watercolor Financial also generally provides financial planning at no additional charge to clients who engage its investment management services and operates with a relatively large AUM for a three-advisor firm, while offering ERISA 3(38) services for retirement-plan sponsors.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.5% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $3,999,999: 0.90% $4,000,000 - $5,999,999: 0.80% $6,000,000 - $7,999,999: 0.70% $8,000,000 - $9,999,999: 0.60% $10,000,000+: Negotiable
Account minimum: $1,000,000
Main office
9600 Great Hills Trail, Suite 150 W
Austin TX 78759
Advisors at this office
3
Most active in
Nebraska · Texas
Also doing business as
Cbm Financial, LLC · Watercolor Financial · Watercolor Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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.
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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.
Quick links
Advisors at this firm
Megan P
Series 63, Series 65, Series 66
Austin, TX
Watercolor Financial
Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.
Cathryn G
Series 63, Series 65
Austin, TX
Watercolor Financial
Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 clients, using a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.
Hal D
CFP®, Series 66
Austin, TX
Watercolor Financial
Hal Dobbs is a CFP® professional with over 21 years of experience in financial advising. He has worked at Watercolor Financial since 2023 and previously spent three years at Northwest Asset Management and sixteen years at Lucien, Stirling & Gray Advisory Group, Inc. in various roles. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 client relationships, employing a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.
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