Jay Boekeloo is a CFP-designated registered investment advisor at Fairbanks Financial Wealth Management, based in Brenham, TX, with 6 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 21 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for accounts over $30,000,000.
Fee Estimator
Contact
Jay Boekeloo
Location
12201 Emshoff Road, Brenham, TX, 77833
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fairbanks Financial Wealth Management
High Note Financial LLC
Previous Registrations
Timepiece Financial Planning, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I currently work as a Fee-Only Financial Planner in Vancouver, WA where everyday I have the privilege of working with incredible clients and learning about each of their unique backgrounds. By taking the time to learn more about their history and their current beliefs regarding money, we are able to create a financial plan that also leverages their strengths and financial behaviors to increase their chances at achieving their financial goals.