Mary Fitzgerald
Advisor at Financial Edge
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.
Advisor at Financial Edge
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.
Mary Fitzgerald is the sole advisor at Financial Edge in San Antonio, TX, holding a Series 63 designation with 36 years of industry experience. She has been with Financial Edge since 1989. Outside of advisory work, she serves as president of MBA Financial Edge Inc., an accounting and tax service firm. Financial Edge primarily serves individual clients, including some high-net-worth individuals, retirement plans, and small businesses. The firm provides comprehensive financial planning, portfolio management, income tax preparation, and pension consulting, with an investment approach focused on asset allocation and global diversification through passively structured mutual funds.
Based on Financial Edge
Based on Financial Edge
Financial planning fees as noted above; also income tax preparation offered for a flat fee (amount not specified).
$0 - $500,000: 1.50% $500,001 - $1,000,000: 0.95% $1,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
$210 per hour with a minimum of one hour for specific financial planning issues.
Fee-only: Financial planning fees: For single persons - $1,500 if income and net worth less than $500,000; $2,200 if over $500,000. For married persons - $2,300 if income and net worth less than $750,000; $3,500 if over $750,000. Fees payable 50% upon engagement and 50% upon delivery. Fees non-negotiable.
San Antonio, TX
Texas
Financial Edge
1989 - Present (37 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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