Frederick Fogarty
Fogarty Wealth Management · Missouri City, Texas
Frederick Fogarty is a fee-only financial advisor at Fogarty Wealth Management in Missouri City, Texas. Fogarty Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fogarty Wealth Management |
|---|---|
| Based in | Missouri City, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.3M across 339 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4341136 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.fogartywm.com |
How Frederick's firm compares
- Fogarty Wealth Management's average account is about $399,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Frederick
Is Frederick Fogarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Fogarty Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frederick charge for financial advice?
Frederick's firm, Fogarty Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frederick Fogarty based?
Frederick Fogarty is based in Missouri City, Texas.
Is Frederick Fogarty registered with the SEC?
Yes. Frederick Fogarty is registered as an investment adviser representative in LA and TX (CRD 4341136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Fogarty Wealth Management manage?
Fogarty Wealth Management reports $135.3M across 339 accounts in assets under management.
How do I contact Frederick Fogarty?
Through Frederick's website, www.fogartywm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri City
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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