Fogarty Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly rate of $350 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a negotiable flat fee ranging between $1,000 and $10,000 based on the complexity of the plan and the client’s needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fogarty Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Fogarty Wealth Management, Inc.’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Missouri City that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Missouri City that publish a flat or project fee charge less.

About Fogarty Wealth Management, Inc.

• Principal: Fred Fogarty
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

146

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$135,261,486

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283998

Website

fogartywm.com (opens in new tab)

Phone

(281) 403-1818

Can advise clients in 2 states: Louisiana, Texas

Other planners in Missouri City that publish fees

• Benzer CapitalMissouri City$950/hr, $1,000⁠-⁠$100,000
• Folse FinancialMissouri City$400/hr
• Icon ImperialMissouri City$150⁠-⁠$350/hr, $700⁠-⁠$5,000
• Increase Consultants LLCMissouri City$350/hr, $500⁠-⁠$1,500
• Potentia Wealth Advisors LLCMissouri City$1,000⁠-⁠$10,000, $1,000⁠-⁠$5,000/qtr

Compare all 8 planners in Missouri City