Advisor at Wardlaw Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wardlaw Wealth Management LLC
Location
Waco, TX 76712
Credentials
Series 63, Series 65
Industry experience
28 years
Trevor Wardlaw is the sole advisor at Wardlaw Wealth Management LLC in Waco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. Before founding his independent firm in 2021, he worked at Securities America Advisory and Securities America, Inc. from 2007 to 2021. Outside of advising, he is an author and publisher, having created a children's book and published works on Texas history and the Civil War. Wardlaw Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, plan sponsors, institutional accounts, and charitable organizations. The firm employs a combination of fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios managed on a discretionary basis, and it also offers pension consulting and 3(21) advisory services for employer-sponsored retirement plans.
Based on Wardlaw Wealth Management LLC
Based on Wardlaw Wealth Management LLC
$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
200 W. Highway 6, No.614
Waco, TX 76712
Texas
Wardlaw Wealth Management LLC
2021 - Present (5 years)
Securities America Advisory
2007 - 2021 (14 years)
Securities America, inc.
2007 - 2021 (14 years)
Author
1999 - Present (27 years)
Wardlaw Claims Inc
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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