# Jeffrey Patterson

> Jeffrey Patterson is a fee-only financial advisor at Patterson Partners in Hamilton, Texas. Jeffrey focuses on cross-border (US / Canada). Patterson Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Patterson Partners
- **Based in:** Hamilton, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $36.0M across 25 accounts
- **Specialties:** Cross-border (US / Canada)
- **Works with:** Cross-border families
- **CRD:** 7186056 (https://adviserinfo.sec.gov/individual/summary/7186056)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://pattersonpartnersltd.com/

## Frequently asked questions

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

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Patterson Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Patterson based?

Jeffrey Patterson is based in Hamilton, Texas.

### What does Jeffrey specialize in?

Jeffrey's specialties include cross-border (US / Canada). Jeffrey works with cross-border families.

### Is Jeffrey Patterson registered with the SEC?

Yes. Jeffrey Patterson is registered as an investment adviser representative in TX (CRD 7186056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Patterson Partners manage?

Patterson Partners reports $36.0M across 25 accounts in assets under management.

### How do I contact Jeffrey Patterson?

Through Jeffrey's website, pattersonpartnersltd.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7186056): 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.pattersonpartnersltd.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.