# Christian Patterson

> Christian Patterson is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas, who holds the CFP credential. Christian focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christian-patterson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** QuadCap Wealth Management
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.34B across 1,974 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Pre-retirees
- **CRD:** 6985618 (https://adviserinfo.sec.gov/individual/summary/6985618)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.quadcapwm.com

## Frequently asked questions

### Is Christian Patterson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christian holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christian charge for financial advice?

Christian's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Christian Patterson based?

Christian Patterson is based in Frisco, Texas.

### What does Christian specialize in?

Christian's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Christian works with executives and pre-retirees.

### What credentials does Christian Patterson hold?

Christian Patterson holds the CFP credential.

### Is Christian Patterson registered with the SEC?

Yes. Christian Patterson is registered as an investment adviser representative in TX (CRD 6985618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does QuadCap Wealth Management manage?

QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.

### How do I contact Christian Patterson?

Through Christian's website, www.quadcapwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6985618): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.quadcapwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.