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Ryan Edward Hatton

Stonewater Wealth Management, INC.
12 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Stonewater Wealth Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
383 clients
Average Client Portfolio
$96K average
Assets Under Management
$36.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1000K1.75%
$1M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4639 Corona Drive, #9, Corpus Christi, TX, 78411

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2017
Judgment / Lien
May 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan works as an insurance broker, selling and servicing fixed insurance products for outside carriers. This activity is insurance-related.

Employment History
Current Registrations
Stonewater Wealth Management, INC.
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Stonewater Wealth Management, INC.
September 2018 - March 2022 · 3 yrs 6 mos
Nylife Securities LLCBroker
February 2012 - October 2017 · 5 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.