Fogarty Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,783,731
Clients
146
Advisors
1
of 1 employees
About
Fogarty Wealth Management provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) and to qualified retirement plans and plan sponsors. Services described in the brochure include portfolio management for individual accounts, variable annuity management, ERISA plan services (offered as either limited-scope 3(21) advice or full discretionary 3(38) investment management), and 529 plan management for clients with assets under advisement.
The firm implements client-specific strategies documented in an investment policy statement, using fundamental and cyclical analysis and exercising discretionary trading authority to align portfolios with clients’ goals, time horizons, and risk tolerances. Accounts are reviewed at least quarterly and the firm discloses that it may utilize borrowing or margin in managed accounts (with fees billed on gross asset value when margin is used), and it monitors accounts more frequently as needed.
Compared with many independent, single-advisor firms, this adviser’s combination of corporate/plan-sponsor work and pension consulting services alongside retail wealth management is uncommon among peers, as is the explicit use of borrowing in separately managed accounts. The firm also manages variable annuities and provides 529 plan services at no charge to managed-account clients, and its managing member maintains an affiliated insurance practice that can result in separate, disclosed commission-based compensation.
Client services
Expertise
Occupation focus
Fee options
Financial planning services offered at negotiable flat fees ranging from $1,000 to $10,000
$0 - $500,000: 2.00% annually $500,001 - $1,500,000: 1.50% annually $1,500,001 - $2,500,000: 1.25% annually $2,500,001 - $3,500,000: 1.00% annually $3,500,001 - $4,500,000: 0.75% annually $4,500,001+: 0.50% annually
Managing member receives typical commissions from the sale of insurance products separately
Financial planning services offered at $350 per hour
Fee-only: Financial planning fees charged as negotiable flat fees ranging from $1,000 to $10,000 or hourly fees at $350 per hour
Main office
4501 Cartwright Road, Suite 101
Missouri City TX 77459
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Fogarty Wealth Management · Fogarty Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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