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Disclosures

(in plain English)

Disclosures can be tough to digest - full of legalese and fine print - so here’s a friendly breakdown of some main points in plain English.

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This page is a simplified summary for convenience; please refer to our official disclosures below for complete information.

Important Fine Print

About our FirmFees & CostsServices and AdviceConflicts of Interest & CompensationPrivacy & Data ProtectionAccount Fees & TerminationDisciplinary & Legal HistoryOther Important Info

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Disclosures in Plain English​

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Watercolor Financial is a DBA of CBM Financial, LLC, Investment advisory services are offered through CBM Financial, LLC. Investment advisory services are offered through CBM Financial LLC, an SEC registered investment advisor.

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Watercolor Financial offers advisory services only in jurisdictions where it is appropriately registered, exempt from registration, or otherwise permitted by law. 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this site constitutes personalized investment, legal, or tax advice. Watercolor Financial makes no representations as to the accuracy or completeness of information provided by unaffiliated third parties or links to external sites. 

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All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, market commentary, or third-party content are for general information only and do not constitute a guarantee of performance or suitability for any individual investor. You should consult with a qualified tax or legal professional before implementing any investment or financial planning strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

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