Advisor at Fairbanks Financial Wealth Management
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.
Firm
Fairbanks Financial Wealth Management
Location
Brenham, TX
Credentials
Series 65
Industry experience
1 year
Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.
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
Brenham, TX
Texas
MitchellClark & Company
2021 - Present (5 years)
Alabama Clinical Schools
2020 - 2021 (1 year)
The Learning Tree
2019 - 2020 (1 year)
Extra Special People
2018 - 2019 (1 year)
Youth Villages
2017 - 2018 (1 year)
Walt Disney World Resort
2017 - 2017 (1 year)
TNG Merchandiser
2015 - 2017 (2 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.
CFP®, Series 65
Brenham, TX
Fairbanks Financial Wealth Management
Series 66
Washington, TX
Dornick Wealth Management
CFP®, ChFC®, Series 63
Brenham, TX
Fairbanks Financial Wealth Management
Series 63
Brenham, TX
Newedge Advisors
Series 65
Brenham, TX
Virtue Capital Management, LLC
Series 63, Series 65
Brenham, TX
Blackridge Asset Management, LLC
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