Waits Investments is a fee-only wealth management firm. As a fiduciary investment advisor, we work for you, not for a brokerage firm or insurance company. We do not accept commissions of any kind and act only in the best interest of our clients.

Waits Investments offers both hourly services and ongoing portfolio management services to clients. For those clients who are “do-it yourselfers” or need a la carte services, we offer rates at $150 per hour as needed by the client. For clients who want an advisor to look after their investments on an ongoing basis, we offer portfolio management services. The amount and type of service requested and needed is chosen by the client. To learn more about these types of services, please visit the “Hourly” and “Portfolio Management” pages – or give us a call.

We never sell financial products and we don’t provide cookie-cutter financial solutions. Rather, we will sit down with you and listen to what your financial goals and objectives are before creating a customized financial plan to help you realize your goals. Equally important is education—we want you to be completely comfortable with the financial recommendations made.  Contact us today to get started.

*Waits Investments, LLC is a registered investment adviser in the States of Washington, Oregon, California, and Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.