Firm
Fogarty Wealth Management
Missouri City, Texas
Fee-only
Fogarty Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 146 individual clients, 60 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 339 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Missouri City, Texas |
|---|---|
| Website | fogartywm.com |
| Phone | (281) 403-1818 |
Fogarty Wealth Management fees
Fogarty Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $135 million |
| Individual clients | 86 |
| High-net-worth clients | 60 |
| Accounts managed | 339 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-131064) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 283998 |
Advisors at this firm (1)
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