Advisor at Stonecreek Private Wealth, LLC
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Firm
Stonecreek Private Wealth, LLC
Location
Prosper, TX
Credentials
CFP®, Series 63, Series 66
Industry experience
29 years
Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.
Based on Stonecreek Private Wealth, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Account minimum: $1,000,000
Prosper, TX
Texas
Stonecreek Private Wealth
2022 - Present (4 years)
UnEmployed
2021 - 2022 (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2021 (3 years)
Strategic Advisors LLC
2001 - 2018 (17 years)
Fidelity Brokerage Services, Inc.
1995 - 2021 (26 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
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Series 63, Series 65
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Series 63, Series 66
Lucas, TX
Abbington Wells LLC.
Series 63, Series 65
Allen, TX
MONUMENT Retirement & WEALTH ADVISORY, LLC
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