Patrick Stuart
Saddock Wealth · Dallas, Texas
Patrick Stuart is a fee-only financial advisor at Saddock Wealth in Dallas, Texas. Patrick focuses on estate & legacy planning and family wealth transfer. Saddock Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Saddock Wealth |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.3M across 93 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7088208 |
| Exams passed | Series 65 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.saddockwealth.com |
How Patrick's firm compares
- Saddock Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Patrick
Is Patrick Stuart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Saddock Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Saddock Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Stuart based?
Patrick Stuart is based in Dallas, Texas.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning and family wealth transfer.
Is Patrick Stuart registered with the SEC?
Yes. Patrick Stuart is registered as an investment adviser representative in TX (CRD 7088208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Saddock Wealth manage?
Saddock Wealth reports $94.3M across 93 accounts in assets under management.
How do I contact Patrick Stuart?
Through Patrick's website, www.saddockwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on estate & legacy planning
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
- Saddock Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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