Brenham, TX Emshoff Road Office

Updated today

Fairbanks Financial Wealth Management

Supported

Firm-wide stats for Fairbanks Financial Wealth Management

Total advisors

Across 2 offices

Clients per advisor

7 Very Low

Avg AUM per client

$4,285,714 Very High

HNW client ratio

76% Very High

About

Fairbanks Financial Wealth Management advises individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, estates, charitable institutions and business entities on investment management and broader financial planning needs. Services described in the brochure include portfolio manager selection, asset allocation across equities, fixed income, real estate and other asset classes, tax and estate planning, and assistance with life and health insurance and employee benefit plan design.

The firm analyzes clients’ assets, liabilities, income and risk tolerance to develop investment objectives and target allocations, then recommends professional money managers and multi‑manager, multi‑style strategies that may use fundamental, quantitative, indexing or technical analysis. The December 25, 2025 brochure states the firm advised approximately $90,000,000 of client investments managed on a non‑discretionary basis, and notes that beginning in May 2025 it started requesting limited discretionary authority from longer‑standing clients to rebalance portfolios, satisfy withdrawals, and handle RMDs and Roth conversions.

Noteworthy distinctions include spending more than one third of professional time on tax, insurance and employee‑benefit planning in addition to investment advice, and operating as a dba of a predecessor organization with roots back to 1976. The firm does not take custody of client assets, uses third‑party account access tools (for example Pontera) for a small number of accounts with client authorization, and provides regular account reviews (typically quarterly) with at least annual in‑person meetings as requested.

Based on Fairbanks Financial Wealth Management

Expertise

Annuities Equity compensation tax strategy Concentrated stock management Tax-loss harvesting Wealth management

Based on Fairbanks Financial Wealth Management

Occupation focus

Founder/Business Owner Retired

Based on Fairbanks Financial Wealth Management

Location

12201 Emshoff Road

Brenham TX 77833

Advisors at this office

Jay B

CFP®

Brenham, TX

Fairbanks Financial Wealth Management

Hi, I’m Jay Boekeloo, CFP®, Founder & Lead Advisor of High Note Financial LLC, a fee-only fiduciary financial planning and investment management firm based in Ridgefield, Washington, serving clients locally and nationwide. I believe true wealth is about more than just the money you accumulate - it’s about creating the freedom to spend your life on what matters most. More time with the people you love, greater freedom to pursue what fulfills you, and the confidence to make decisions with intention. Or, as we call it... living life on a High Note™. I specialize in helping retirees and near-retirees, business owners, and entrepreneurs bring the different pieces of their financial lives together. Rather than focusing solely on investments, I take a comprehensive approach that includes retirement planning, investment management, tax planning, estate planning, Social Security and Medicare strategies, risk analysis, and business planning. Using High Note Financial’s 6-STEPP Framework™, I combine financial planning with behavioral coaching and principles of financial therapy to help clients make more intentional financial decisions, build wealth with purpose, and create greater freedom to pursue the things that genuinely matter to them. Before becoming a financial planner, I worked as a professional studio musician and songwriter. That experience taught me to listen deeply, understand the story behind the person, and approach problems creatively—skills that continue to shape the way I work with clients today. When I’m not helping clients live life on a High Note, you’ll usually find me playing baseball with my wife and son, training in martial arts, writing and recording music, or exploring somewhere new. Qualifications & Recognition • Master’s Degree in Personal Financial Planning • Graduate Certificate in Financial Therapy • Recognized by ETF.com as a Top 100 Advisor in the U.S. (2024) • Co-Host of the For The Wealth Of It Podcast A Few Things About Me • Born in Adelaide, South Australia • Former professional musician who co-wrote Magnet by KSA, a viral hit in India • Have an uncanny ability to communicate with primates at the zoo

Business ownership considerations Business Financial Management Retirement income strategy General retirement planning Founder/Business Owner Retired Gen X (Born 1965-1980)

View complete list of advisors at this office

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