# Jennifer Patterson

> Jennifer Patterson is a fee-only financial advisor at Patterson Partners in Hamilton, Texas, who holds the CFP credential. Jennifer 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/jennifer-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
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada)
- **Works with:** Cross-border families
- **CRD:** 2091436 (https://adviserinfo.sec.gov/individual/summary/2091436)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://pattersonpartnersltd.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jennifer 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 Jennifer charge for financial advice?

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

### Where is Jennifer Patterson based?

Jennifer Patterson is based in Hamilton, Texas.

### What does Jennifer specialize in?

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

### What credentials does Jennifer Patterson hold?

Jennifer Patterson holds the CFP credential.

### Is Jennifer Patterson registered with the SEC?

Yes. Jennifer Patterson is registered as an investment adviser representative in TX (CRD 2091436), 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 Jennifer Patterson?

Through Jennifer's website, pattersonpartnersltd.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2091436): 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.