# Water Street Financial LLC
Source: https://planprovider.pro/provider/water-street-financial-llc

> Fee-only investment advice and fiduciary plan support are the focus at Water Street Financial LLC, an advisory firm headquartered in Winchester in Virginia’s…

Retirement Plan Advisor

Winchester, VA

## About Water Street Financial LLC

<p>Fee-only investment advice and fiduciary plan support are the focus at Water Street Financial LLC, an advisory firm headquartered in Winchester in Virginia’s Shenandoah Valley region. The firm has 5 employees and works with individuals as well as organizations that sponsor retirement plans.</p>

<p>On the retirement plan side, Water Street Financial provides 3(21) fiduciary investment advisory services for pension and profit-sharing plans. It also supports charitable organizations and other businesses that need ongoing investment guidance and plan-related consulting.</p>

<p>For individuals, the firm offers financial planning and portfolio management for both non-high-net-worth and high-net-worth households (over $750k in investable assets or $1.5M net worth). Clients can choose from AUM-based fees, hourly rates, or fixed-fee engagements.</p>

<p>Water Street Financial works with clients across Virginia, Texas, and West Virginia, with a practice built around fee-only advice and retirement-focused planning. Reported assets under management were $0.1B (2026).</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> offering 3(21) fiduciary investment guidance</li>
<li>Pension consulting for pension and profit-sharing plans</li>
<li>Financial planning and portfolio management for individuals</li>
<li>Works with charitable organizations and business owners</li>
</ul>

Website: [https://www.wsfwealth.com/](https://www.wsfwealth.com/)

Employees: 5

## Office Locations

- Winchester, VA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $147.3M

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