AdvisorOS Directory
Claim Profile
Unclaimed Profile
BF

Benjamin Adam Fedorko

TRB WEALTH MANAGEMENT, LLC·HOUSTON, Texas
Clean recordTRB WEALTH MANAGEMENT, LLC
9821 KATY FREEWAY, SUITE 110, HOUSTON, TX 77024CRD# 7963698Firm CRD# 309370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Adam Fedorko · HOUSTON, TX
Registration
CRD #7963698 · TRB WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Adam Fedorko is a registered financial advisor based in HOUSTON, Texas, affiliated with TRB WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TRB WEALTH MANAGEMENT, LLC
TRB WEALTH MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at TRB WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7963698
Firm CRD# 309370
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Benjamin Adam Fedorko offer?
Benjamin Adam Fedorko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Benjamin Adam Fedorko's credentials?
Benjamin Adam Fedorko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Adam Fedorko located?
Benjamin Adam Fedorko is based in HOUSTON, Texas, working with TRB WEALTH MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Benjamin Adam Fedorko charge for services?
Benjamin Adam Fedorko's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRB WEALTH MANAGEMENT, LLC?
TRB WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRB WEALTH MANAGEMENT, LLC

Robert Raimond Farris
HARLINGEN, TX
Brian Cafferky
HOUSTON, TX
John Lee Tippit
HARLINGEN, TX
Linda Lorraine Roberts
HARLINGEN, TX

More Advisors in HOUSTON, Texas

Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX
Vernon Keith Roberts
CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, TX
Arthur Daniel Farr
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Daryoush Niknejad
VOSS CAPITAL LLC·HOUSTON, TX
Fredric Mark Edelman
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile