Suzanne Fitzgerald
Solutions4Wealth · Plano, Texas
Suzanne Fitzgerald is a fee-only financial advisor at Solutions4Wealth in Plano, Texas. Suzanne focuses on estate & legacy planning and tax planning. Solutions4Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Solutions4Wealth |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $189.4M across 649 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3136145 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.solutions4wealth.com |
How Suzanne's firm compares
- Solutions4Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 649 accounts).
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Questions about Suzanne
Is Suzanne Fitzgerald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne holds no broker registration, and Solutions4Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Suzanne charge for financial advice?
Suzanne's firm, Solutions4Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Suzanne Fitzgerald based?
Suzanne Fitzgerald is based in Plano, Texas.
What does Suzanne specialize in?
Suzanne's specialties include estate & legacy planning and tax planning.
Is Suzanne Fitzgerald registered with the SEC?
Yes. Suzanne Fitzgerald is registered as an investment adviser representative in TX (CRD 3136145), 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 Solutions4Wealth manage?
Solutions4Wealth reports $189.4M across 649 accounts in assets under management.
How do I contact Suzanne Fitzgerald?
Through Suzanne's website, www.solutions4wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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
- Solutions4Wealth 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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