Michael Fitzgerald, CPA, PFS, CFP®
Houston, Texas, 77042
Member Since 2007
We believe in solving the most important problem first, replacing 100% of your retirement income, so that you do not have to worry about what the stock or bond market is doing. We help you to build a retirement company to ensure you get your retirement paychecks. Fitzgerald Financial Partners, LLC looks beyond the traditional financial advisory services and believes in being innovative by using cutting edge technology and investment ideas to help meet our clients\' long-term income replacement needs, goals, and objectives. We seek to establish long-term, multi-generational relationships with our clients to help them live the one life they have.
My Location
Background Information
Years of Financial Experience
- 10
Education
- Texas A&M University (Bachelors of Arts - Accounting)
- Texas A&M University (Masters of Accounting - Taxation)
Certifications and Designations
- CPA
- PFS
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, semi-annually, annually and upon request
- I review my clients' investment portfolios with them monthly, quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 142131
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Fitzgerald Financial Partners, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Texas
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, 100% Retirement Income Replacement Strategies
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Retirement Income Replacement
Client Investment Services
- Securities, Active Management, REITS, Index Funds, Hedge Funds, Exchange Traded Funds, Derivatives, Commodities, Currencies, Equity, Mortgages
Investment Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, Tax Recovery - Cost Segregations
Visit Website - http://www.fitzfp-llc.com
