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Mary Fitzgerald

Advisor at Financial Edge

Updated today
Financial Edge logo

Firm

Financial Edge

Location

San Antonio, TX

Credentials

Series 63

Industry experience

36 years

About

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.

Client services

Based on Financial Edge

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Financial Edge

General retirement planning General tax planning Wealth management Passive / index investing

Fee options

Fixed

Financial planning fees as noted above; also income tax preparation offered for a flat fee (amount not specified).

Percentage

$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%

Project-based

$210 per hour with a minimum of one hour for specific financial planning issues.

Other

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.

Location

San Antonio, TX

Most active in

Texas

Work history

Financial Edge

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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