Jay Boekeloo
Fairbanks Financial Wealth Management · Brenham, Texas
Jay Boekeloo is a fee-only financial advisor at Fairbanks Financial Wealth Management in Brenham, Texas, who holds the CFP credential. Fairbanks Financial Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jay →
Facts
| Firm | Fairbanks Financial Wealth Management |
|---|---|
| Based in | Brenham, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $90M across 155 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7215767 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Jay's firm compares
- Fairbanks Financial Wealth Management's average account is about $581,000, from its Form ADV (assets managed divided by 155 accounts).
Request an introduction to Jay
Tell Jay a little about what you're looking for. Jay isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jay
Is Jay Boekeloo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Fairbanks Financial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Fairbanks Financial Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Boekeloo based?
Jay Boekeloo is based in Brenham, Texas.
What credentials does Jay Boekeloo hold?
Jay Boekeloo holds the CFP credential.
Is Jay Boekeloo registered with the SEC?
Yes. Jay Boekeloo is registered as an investment adviser representative in OR, TX and WA (CRD 7215767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairbanks Financial Wealth Management manage?
Fairbanks Financial Wealth Management reports $90M across 155 accounts in assets under management.
How do I contact Jay Boekeloo?
Contact details aren't on file yet. Search for Fairbanks Financial Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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.
See something wrong? Request a correction. Read our methodology.