Answers to the questions we hear most often.
Our fee structure depends on the services you need. We believe in full transparency, you'll know exactly what you're paying before we begin any work. We offer both fee-based and commission-based options depending on what makes the most sense for your situation. Schedule a free consultation and we'll walk you through everything.
We work with clients at various stages of their financial journey. While some services may have minimums, we're happy to have an initial conversation regardless of where you are today. Our goal is to help, not to turn people away.
Yes. When providing investment advice through Wealth Watch Advisors, we operate under a fiduciary standard, meaning we are legally obligated to act in your best interest.
Every client relationship starts with a discovery meeting where we learn about your goals, concerns, and full financial picture. From there, we build a personalized plan covering retirement, investments, taxes, estate, and insurance. We meet regularly to review progress and adjust as life changes. You also get 24/7 access to your Legacy Vault with real-time dashboards, documents, and planning tools. Our approach is hands-on, proactive, and built around your life — not a one-size-fits-all model.
It depends on your situation. There are pros and cons to rolling over, leaving it, or converting to a Roth. We analyze the fees, investment options, tax implications, and your overall plan before making a recommendation. This is one of the most common conversations we have with new clients.
No, we serve clients nationwide. While our roots are in Texas, we work with families and business owners across the United States. Most of our meetings can be conducted virtually.
Our Legacy Vault gives you 24/7 secure access to your financial accounts, documents (tax returns, estate plans, insurance policies), planning tools, and performance reports. It's your financial life in one place. You'll receive login credentials when you become a client.
At minimum, we conduct formal reviews annually or semi-annually. But we're always available between reviews, life doesn't wait for scheduled meetings. Many clients reach out throughout the year as questions come up or life changes occur.
We're happy to answer it. Reach out anytime.
Contact UsAdvisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser. Hyde Legacy Group, LLC is a DBA of Wealth Watch Advisors, Inc.
Reviews are voluntarily provided and not compensated. They may not be representative of all client experiences. Past performance and client satisfaction do not guarantee future results. Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser.