Wave Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,804,990
Clients
57
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$277,281
About
Wave Wealth Planning, LLC provides investment management and financial planning primarily for individuals and families, and also serves high‑net‑worth clients, small businesses, and nonprofit/charitable organizations. The firm offers ongoing portfolio management, a subscription-based comprehensive financial planning service, and limited-scope hourly engagements.
The firm’s investment approach combines long-term, fundamental analysis of select individual companies with passive index exposure, describing a hybrid or “focus” style that holds concentrated positions alongside broad-market funds. Accounts are typically managed on a discretionary basis using client-specific investment policy statements, permitting reasonable client-imposed restrictions, and custody and execution are provided through an institutional relationship with Altruist.
Distinctive features include the firm’s work with charitable and institutional clients—an uncommon client type for solo independent advisers—and the principal’s active volunteer role on a nonprofit board and investment committee, which suggests practical experience with nonprofit governance and charitable investing. The firm operates on a fee-only basis (no commissions), maintains an institutional custodian relationship that includes digital account onboarding and integrated technology, and discloses that it will cover certain custodian account fees when applicable.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $0: $325 monthly $1 - $100,000: 1.50% annually plus $250 monthly $100,001 - $250,000: 1.50% annually plus $220 monthly $250,001 - $1,000,000: 1.25% annually plus $210 monthly $1,000,001 - $2,000,000: 1.00% annually plus $195 monthly $2,000,001 - $10,000,000: 0.50% annually plus $195 monthly $10,000,001+: Negotiable annual fee plus $195 monthly
Typically $400 per hour
Ongoing financial planning monthly fees from $195 to $325 based on complexity
Minimum fee: Monthly fees ranging from $195 to $325 based on complexity and asset levels Fee-only: Fee-only compensation; no commissions or product sales fees received by the firm
Main office location
Wave Wealth Planning, LLC
Nashville TN, United States
Number of offices
1
Most active in
Wave Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
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:
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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
Quick links
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