Wave Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wave Wealth Planning provides discretionary investment management, ongoing comprehensive financial planning (subscription and one-time engagements), and limited-scope hourly advice to individuals, high-net-worth clients, small businesses, and non-profit/charitable organizations. The firm works with both standard retail accounts and institutional-type accounts such as charitable organizations and small-business plans.
The firm combines fundamental company analysis and concentrated "focus" positions with passive index exposures, employing a hybrid active/passive approach and long-term investment principles. Portfolios and plans are built from a client-specific investment policy statement, implemented primarily through an institutional custodial platform, and delivered largely via virtual channels.
Notably, Wave Wealth Planning serves charitable and other institutional-type clients in addition to individuals, a service mix that is less common among similar independent advisers. The firm operates on a fee-only basis, integrates ongoing planning with discretionary portfolio management, and is led by a CFP®-credentialed principal who also serves as the firm’s compliance officer.
Client services
Expertise
Demographic focus
Fee options
$0 - $1: - $1 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: negotiable
$500 per hour
Fee-only: Ongoing Financial Planning fees: one-time upfront charge typically $2,000+ based on complexity, plus ongoing monthly fee typically $200 to $1,000, payable monthly in arrears; standalone planning minimum ongoing monthly fee $375.
Main office
Nashville TN
Advisors at this office
1
Most active in
California · Tennessee
Also doing business as
Wave Wealth Planning Co. · Wave Wealth Planning, LLC
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.
Forms ADV
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