AdvisorOS Directory
Claim Profile
BF

Benjamin Adam Fedorko

TRB WEALTH MANAGEMENT, LLC·HOUSTON, Texas
Unclaimed Profile
9821 KATY FREEWAY, SUITE 110, HOUSTON, TX 77024CRD# 7963698Firm CRD# 309370
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
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
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in HOUSTON
Mark Stanley Brooks — NEXT FINANCIAL GROUP, INC.Matthew James Lindholm — CAZ INVESTMENTS L.P.William David Hanna — SAROFIM TRUST COMark Francis Hansen — QUANTLAB CAPITAL MANAGEMENT, LLCSelvaraj Jayaraman — WEALTHCETERA, LLC
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile