Mary Fitzgerald
Financial Edge · Lewisville, Texas
Mary Fitzgerald is a fee-only financial advisor at Financial Edge in Lewisville, Texas. Financial Edge reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Edge |
|---|---|
| Based in | Lewisville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.0M across 151 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1943079 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.finedge.net |
How Mary's firm compares
- Financial Edge's average account is about $338,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Mary
Is Mary Fitzgerald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Financial Edge reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Financial Edge, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Fitzgerald based?
Mary Fitzgerald is based in Lewisville, Texas.
Is Mary Fitzgerald registered with the SEC?
Yes. Mary Fitzgerald is registered as an investment adviser representative in TX (CRD 1943079), 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 Financial Edge manage?
Financial Edge reports $51.0M across 151 accounts in assets under management.
How do I contact Mary Fitzgerald?
Through Mary's website, www.finedge.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lewisville
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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