Frederick Devin Talbot
Advisor at Artham Advisors — Dallas, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Dallas, TX 75235
Artham Advisors
Supported
Total advisors
2Clients per advisor
13 Very LowAvg AUM per client
$775,392 TypicalHNW client ratio
42% HighFrederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.
Based on Artham Advisors
Based on Artham Advisors
Project-based financial planning fees ranging from $1,000 to $20,000; ongoing financial planning upfront fee $500-$2,500 plus ongoing quarterly flat fee $500-$5,000
$0 - $1,000,000: 0.90% $1,000,000+: 0.75%
$350 per hour (negotiable)
Dallas, TX
8989 Harry Hines Blvd.
Dallas TX 75235
Advisors at this office
2
Louisiana · Texas
< 1 year of industry experience
Artham Advisors LLC
2026 - Present • 1 year
Dallas, TX
iTrazo Organic Solutions
2024 - 2026 • 2 years
Philadelphia, PA
Sojo Industries
2023 - 2024 • 1 year
Philadelphia, PA
Deloitte Consulting
2021 - 2023 • 2 years
Dallas, TX
Freeman Company
2019 - 2021 • 2 years
Dallas, TX
Keurig Dr Pepper Inc
2017 - 2019 • 2 years
Dallas, TX
General Motors
2013 - 2017 • 4 years
Detroit, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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