Advisor at Fairbanks Financial Wealth Management
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Firm
Fairbanks Financial Wealth Management
Location
Brenham, TX 77833
Credentials
CFP®, Series 65
Industry experience
6 years
Jay Boekeloo is a CFP® professional with six years of industry experience, currently serving as the sole advisor at High Note Financial LLC since 2022. His prior roles include positions at Timepiece Financial Planning, Inc., Middleton & Company, and work outside the financial sector in music and academia. Boekeloo holds a master’s degree in personal finance and financial therapy and conducts analytical work for an unaffiliated advisory firm in a non-client-facing capacity. High Note Financial LLC provides discretionary investment management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs modern portfolio theory and long-term strategies with a focus on tax-aware implementation and behavioral finance, and offers participant education and group enrollment meetings for retirement-plan clients.
Based on Fairbanks Financial Wealth Management
Based on Fairbanks Financial Wealth Management
Fixed fees for specified services; typically half payable in advance; initial retainer of $2,500 or more common
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.40% $20,000,000 - $30,000,000: 0.30% $30,000,000+: Negotiable
Up to $325/hour
Minimum fee: $2,000 per quarter minimum fee Fee-only: Fixed annual or hourly fee; hourly fees not to exceed $325/hour
12201 Emshoff Road
Brenham, TX 77833
Oregon · Texas · Washington
High Note Financial LLC
2022 - Present (4 years)
Timepiece Financial Planning, Inc.
2020 - 2022 (2 years)
Timepiece Financial Planning, Inc.
2019 - 2022 (3 years)
Private Residence
2019 - 2019 (1 year)
Middleton & Company
2018 - 2019 (1 year)
Korg USA
2016 - 2018 (2 years)
Kansas State University
2016 - 2018 (2 years)
Gracewinds Music
2013 - 2016 (3 years)
Hit By Pitch Music
2010 - 2016 (6 years)
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
CFP®, ChFC®, Series 63
Brenham, TX
Fairbanks Financial Wealth Management
Series 65
Brenham, TX
Fairbanks Financial Wealth Management
ChFC®, Series 63
Bellville, TX
M.C. Byrd Wealth Management, LLC
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
Series 63
Fayetteville, TX
intrua Financial
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