# New Wave Financial Services

> New Wave Financial Services is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 173224
- Filed as: NEW WAVE FINANCIAL SERVICES
- Legal name: New Wave Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173224
- AdvisorCensus page: https://advisorcensus.com/firm/new-wave-financial-services-173224

## Quick answers

**How is New Wave Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), New Wave Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does New Wave Financial Services charge?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Flat fee: $899 to $6,000 (Standalone Financial Planning services); Hourly rate: $400 an hour (Additional ad hoc services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is New Wave Financial Services registered with the SEC or a state?**
New Wave Financial Services is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 173224.

**How much does New Wave Financial Services manage?**
New Wave Financial Services reports $121,574,578 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does New Wave Financial Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (19).

**Which custodians does New Wave Financial Services use?**
New Wave Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Betterment Securities and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does New Wave Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173224

**What changed in New Wave Financial Services' recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Flat fee: $899 to $6,000 (Standalone Financial Planning services)

> When Financial Planning services are provided on a standalone basis, we will charge a fixed fee that will generally range from $899 for an ask me anything meeting to $6,000 for a financial review

- Hourly rate: $400 an hour (Additional ad hoc services)

> Additional ad hoc services are available at the hourly rate of $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Betterment Securities
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $121,574,578
- Discretionary: $121,574,578
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $6,531,198 |
| High net worth individuals | 50 | $115,043,380 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newwavefs.com
- Facebook @NEWWAVEFS
- LinkedIn @GREGMEYERCPA
- X @GREGMEYERCPA

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Wave Financial Services (CRD 173224): Form ADV filing data as of October 2026.