Katherine Chatmon
Fairbanks Financial Wealth Management · Brenham, Texas
Katherine Chatmon is a fee-only financial advisor at Fairbanks Financial Wealth Management in Brenham, Texas. Fairbanks Financial Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in TX · CRD 8010055 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Katherine's firm compares
- Fairbanks Financial Wealth Management's average account is about $581,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Katherine
Is Katherine Chatmon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, Fairbanks Financial Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Chatmon based?
Katherine Chatmon is based in Brenham, Texas.
Is Katherine Chatmon registered with the SEC?
Yes. Katherine Chatmon is registered as an investment adviser representative in TX (CRD 8010055), 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 Katherine Chatmon?
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.
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