Fogarty Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$135,261,486
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
146
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
146
Average account size
$926,449
About
Fogarty Wealth Management provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) and to qualified retirement plans and plan sponsors. Services described in the brochure include portfolio management for individual accounts, variable annuity management, ERISA plan services (offered as either limited-scope 3(21) advice or full discretionary 3(38) investment management), and 529 plan management for clients with assets under advisement.
The firm implements client-specific strategies documented in an investment policy statement, using fundamental and cyclical analysis and exercising discretionary trading authority to align portfolios with clients’ goals, time horizons, and risk tolerances. Accounts are reviewed at least quarterly and the firm discloses that it may utilize borrowing or margin in managed accounts (with fees billed on gross asset value when margin is used), and it monitors accounts more frequently as needed.
Compared with many independent, single-advisor firms, this adviser’s combination of corporate/plan-sponsor work and pension consulting services alongside retail wealth management is uncommon among peers, as is the explicit use of borrowing in separately managed accounts. The firm also manages variable annuities and provides 529 plan services at no charge to managed-account clients, and its managing member maintains an affiliated insurance practice that can result in separate, disclosed commission-based compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning services offered at negotiable flat fees ranging from $1,000 to $10,000
$0 - $500,000: 2.00% annually $500,001 - $1,500,000: 1.50% annually $1,500,001 - $2,500,000: 1.25% annually $2,500,001 - $3,500,000: 1.00% annually $3,500,001 - $4,500,000: 0.75% annually $4,500,001+: 0.50% annually
Managing member receives typical commissions from the sale of insurance products separately
Financial planning services offered at $350 per hour
Fee-only: Financial planning fees charged as negotiable flat fees ranging from $1,000 to $10,000 or hourly fees at $350 per hour
Main office location
Fogarty Wealth Management, Inc.
4501 Cartwright Road,, Suite 101
Missouri City TX 77459, United States
Number of offices
2
Most active in
Fogarty Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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