About Three Waters Financial
Three Waters Financial is a full-service financial advisor firm established in 2005. With a team of experienced and knowledgeable advisors, the company aims to provide personalized and comprehensive financial advice to clients. Three Waters Financial prides itself on its commitment to put clients’ interests first, providing unbiased and transparent financial guidance.
How the Advisor Helps Clients – Key Takeaways:
- Offers personalized and comprehensive financial planning
- Uses a client-focused approach
- Provides unbiased and transparent financial advice
- Strives to help clients achieve their financial goals
Facts and Insights
Three Waters Financial has been in business for 16 years and has managed over $500 million in assets. The firm has a team of 10 advisors who are knowledgeable and experienced in various areas of finance, including investment management, retirement planning, and estate planning. The company has a client retention rate of 95% and has been recognized for its exceptional service and expertise by various reputable organizations in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
- Individuals
- High net worth individuals
- Families
- Small business owners
Fees & Compensation
Three Waters Financial charges a fee based on a percentage of assets under management. The company’s fee structure is transparent and clients are informed of all fees before any services are rendered. Advisors at Three Waters Financial do not receive commissions, ensuring their recommendations are unbiased and in the best interest of the client.
Background
The team at Three Waters Financial is led by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He is joined by a team of advisors who are all highly educated and possess various professional designations, such as Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). This diverse team allows Three Waters Financial to provide clients with comprehensive and well-rounded financial advice.
Financial Advisor Disclosures to Know
Three Waters Financial believes in transparency and provides all necessary disclosures on their website. This includes any potential conflicts of interest, fees and compensation, and regulatory disclosures. Clients can access this information and ensure they are well-informed when making financial decisions with Three Waters Financial.