Fee-only adviser · Frisco, TX
Wave Wealth Management, LLC
Wave Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Frisco, Texas. On its latest Form ADV, filed February 23, 2026, it reports $134M in regulatory assets under management, 62 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285079 · SEC file 801-131305 |
| Office | 7000 Parkwood Blvd. Suite G300 Frisco, TX 75034 |
| Phone | (972) 954-4100 |
| Website | www.wavewealth.com |
| Regulatory assets under management | $134M |
| Individual clients | 0 non-high-net-worth, 62 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Frisco
- Quadcap Wealth Management, LLC $1.3B
- Fortress Estate Solutions, PLLC $50M
- Olimpio Neu & Associates, Inc. $77M
- Avenue Retirement Services $27M
- Edk Advisory $56M
- Two Pillars Asset Management $4.6M
See all 13 fee-only advisers in Frisco →
Nearby
- Plano 36 firms
- The Colony 1 firm
- Carrollton 3 firms
- Little Elm 1 firm
- Allen 5 firms
- Prosper 2 firms
- Lewisville 2 firms
- Addison 4 firms
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