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Fairbanks Financial Wealth Management

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Client assets under management

$90,000,000

Clients

21

76% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

7

Very Low

Average account size

$4,285,714

About

Fairbanks Financial Wealth Management advises individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, estates, charitable institutions and business entities on investment management and broader financial planning needs. Services described in the brochure include portfolio manager selection, asset allocation across equities, fixed income, real estate and other asset classes, tax and estate planning, and assistance with life and health insurance and employee benefit plan design.

The firm analyzes clients’ assets, liabilities, income and risk tolerance to develop investment objectives and target allocations, then recommends professional money managers and multi‑manager, multi‑style strategies that may use fundamental, quantitative, indexing or technical analysis. The December 25, 2025 brochure states the firm advised approximately $90,000,000 of client investments managed on a non‑discretionary basis, and notes that beginning in May 2025 it started requesting limited discretionary authority from longer‑standing clients to rebalance portfolios, satisfy withdrawals, and handle RMDs and Roth conversions.

Noteworthy distinctions include spending more than one third of professional time on tax, insurance and employee‑benefit planning in addition to investment advice, and operating as a dba of a predecessor organization with roots back to 1976. The firm does not take custody of client assets, uses third‑party account access tools (for example Pontera) for a small number of accounts with client authorization, and provides regular account reviews (typically quarterly) with at least annual in‑person meetings as requested.

Client services

Financial planning Portfolio management Selection of other advisers Insurance consulting/advisory

Expertise

Annuities Equity compensation tax strategy Concentrated stock management Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for specified services; typically half payable in advance; initial retainer of $2,500 or more common

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.40% $20,000,000 - $30,000,000: 0.30% $30,000,000+: Negotiable

Project-based

Up to $325/hour

Other

Minimum fee: $2,000 per quarter minimum fee Fee-only: Fixed annual or hourly fee; hourly fees not to exceed $325/hour

Main office location

Fairbanks Financial Wealth Management

Brenham TX, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

713 446-9841

Advisors at this firm

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user avatar

Jay B

CFP®, Series 65

Brenham, TX

Fairbanks Financial Wealth Management

Jay Boekeloo is a CFP® professional with six years of industry experience, currently serving as the sole advisor at High Note Financial LLC since 2022. His prior roles include positions at Timepiece Financial Planning, Inc., Middleton & Company, and work outside the financial sector in music and academia. Boekeloo holds a master’s degree in personal finance and financial therapy and conducts analytical work for an unaffiliated advisory firm in a non-client-facing capacity. High Note Financial LLC provides discretionary investment management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs modern portfolio theory and long-term strategies with a focus on tax-aware implementation and behavioral finance, and offers participant education and group enrollment meetings for retirement-plan clients.

Annuities Equity compensation tax strategy Concentrated stock management Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Paul C

CFP®, ChFC®, Series 63

Brenham, TX

Fairbanks Financial Wealth Management

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Annuities Equity compensation tax strategy Concentrated stock management Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Katherine C

Series 65

Brenham, TX

Fairbanks Financial Wealth Management

Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.

Annuities Equity compensation tax strategy Concentrated stock management Tax-loss harvesting Wealth management Founder/Business Owner Retired
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