The Fitzpatrick Group

What The Fitzpatrick Group does

The Fitzpatrick Group is a Houston-based financial advisory firm founded in 2016 by Tehrrek Fitzpatrick that provides education-focused retirement planning and wealth management services to individual investors across Texas, Louisiana, and Indiana. The firm positions itself as a challenger to traditional financial services, arguing that mainstream retirement marketing misleads clients on the impact of volatility, fees, and taxes, and it uses an education-first approach to differentiate. Its primary customer segments are individual investors seeking retirement and tax-efficient portfolio planning, and financial advisors seeking a practice built on the firm's "Contract, Training, and Culture" framework.

The firm's core offerings are the proprietary "Ideal Portfolio" investment strategy and the in-house Triple Net Calculator, a retirement planning tool that models the impact of volatility, fees, and taxes on real retirement outcomes. Supporting assets include a subscription newsletter, educational website content, and two published books by the CEO ("Balls and Strikes" and "Heels and Deals") available on Amazon. Investment advisory services are delivered through TIP GROUP LLC, a separate registered investment adviser, while insurance products are sold through The Fitzpatrick Group and individually licensed agents — a bifurcated regulatory architecture that separates fiduciary advisory from insurance distribution. The firm also plans to roll out original podcasts and expanded educational content.

The Fitzpatrick Group operates from two Houston offices (The Galleria and The Vintage) and is registered to provide advisory services in three states. Revenue is generated through fee-based investment advisory services and insurance commissions, with no public pricing disclosure. GTM is community- and education-led: the firm acquires individual clients through newsletter signup, the Triple Net Calculator tool, and direct advisor consultations, and recruits financial advisors primarily through LinkedIn with an emphasis on its contract, training, and culture framework. Headcount is in the 11-50 band, and the firm is founder-owned with no disclosed external institutional investment.

Name

The Fitzpatrick Group

Legal name

The Fitzpatrick Group

Website

https://fitzgrp.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

The Fitzpatrick Group is a Houston-based financial advisory firm founded in 2016 that provides education-focused retirement planning and wealth management to individual investors across Texas, Louisiana, and Indiana, using its proprietary Ideal Portfolio strategy and Triple Net Calculator.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Financial advisory services
• Retirement planning
• Investment advisory
• Tax-efficient investing
• Wealth management

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Investment advisory services offered through TIP GROUP LLC, a registered investment adviser. Services focus on educating clients about volatility, fees, and taxes while creating long-term financial strategies.
2. Insurance Products and Services: Insurance products and services offered and sold through The Fitzpatrick Group and individually licensed and appointed agents. The firm and its agents are individually licensed and appointed to sell insurance products.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

The Fitzpatrick Group is a full-service financial advisory firm offering investment advisory services (through TIP GROUP LLC, a registered investment adviser) and insurance products through individually licensed agents. The firm focuses on educating clients about how volatility, fees, and taxes affect long-term portfolio outcomes and builds personalized retirement strategies designed to reduce or eliminate those drags.

Product overview

The Fitzpatrick Group is a full-service Financial Advisory firm offering educational services and retirement planning strategies through TIP GROUP LLC. The core product is the Triple Net Calculator, an in-house tool that factors in volatility, fees, and taxes to show real retirement projections. The Ideal Portfolio represents their flagship investment strategy designed to minimize volatility, fees, and taxes. The firm also publishes educational books including Balls and Strikes and Heels and Deals by founder Tehrrek Fitzpatrick, and offers a newsletter for ongoing client education.

Differentiator

Problem solved

Functional benefit

Brands

• The Ideal Portfolio: A strategic investment approach that puts clients first, designed to minimize volatility, fees, and taxes.

Products and services

• Triple Net Calculator An in-house retirement planning calculator that factors in volatility, fees, and taxes to give clients a more realistic projection of their financial future than typical marketing-driven retirement illustrations.
• The Ideal Portfolio A proprietary investment strategy that strategically leverages various assets and tax codes to reduce or eliminate future tax liability and minimize volatility and excessive advisory fees, designed to maximize client retirement income.
• Financial Advisory Services Full-service investment advisory services offered through TIP GROUP LLC, a registered investment adviser, focused on educating individual clients about how volatility, fees, and taxes impact portfolios and on building long-term wealth strategies.
• Insurance Products and Services Insurance products and services offered and sold through The Fitzpatrick Group and individually licensed and appointed agents, delivered as a complement to the firm's investment advisory practice.
• Balls and Strikes A book authored by CEO Tehrrek Fitzpatrick covering the rules and strategies of financial planning, published on Amazon.
• Heels and Deals A book authored by CEO Tehrrek Fitzpatrick focused on understanding income potential and financial strategy, published on Amazon.
• Newsletter Subscription A subscription-based email newsletter delivering timely insights, financial education, firm news, upcoming events, market perspectives, and educational financial content to subscribers and clients.

Quantifiable outcome

• Clients can potentially eliminate or reduce tax liability on retirement distributions
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• TIP GROUP LLCcoreOthersTIP GROUP LLC is the registered investment adviser that provides investment advisory services for The Fitzpatrick Group. Investment Advisory Services are offered through TIP GROUP LLC, a registered investment adviser. The Fitzpatrick Group offers insurance products and services separately through individually licensed and appointed agents.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA combining personalized financial planning with workplace retirement plan services. Similar holistic retirement-and-fee-based model with much larger scale and employer-channel reach.
• Northwestern Mutual: Provider of insurance, investment, and advisory services with a career advisor force. Closely comparable dual-license model combining fee-based financial planning with insurance product sales through licensed representatives.
• Hightower Advisors: National RIA partnership platform serving high-net-worth and retirement clients. Comparable advisory-plus-planning offering, but operates at significantly larger scale via advisor partnerships.
• Raymond James Financial Planning: Diversified financial services firm with a large wealth management and financial planning division. Comparable in combining advisory and insurance product distribution, but as a national broker-dealer/Affiliate model.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, and tax services. Comparable to The Fitzpatrick Group in offering fee-based advisory plus adjacent services, but at vastly greater scale and geographic reach.
• Carson Group: Advisor-centric wealth management platform that supports independent financial advisors with technology, coaching, and back-office. Comparable to The Fitzpatrick Group's advisor-recruitment and Contract/Training/Culture framework.
• Creative Planning: Full-service wealth management firm combining investment advisory, tax, estate, and retirement planning. Directly comparable holistic advisory model, but with national footprint and substantially larger AUM.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and tax-aware investing for individuals. Closely matches The Fitzpatrick Group's education-first, fee-based retirement and tax-efficiency positioning.
• Ronald Blue Trust: Christ-centered financial advisory firm providing investment management, estate, tax, and philanthropic planning. Matches The Fitzpatrick Group's values-driven, planning-led approach to retirement clients.
• Foster Group: Independent, fee-based wealth management firm offering financial planning and investment management for individuals and families. Similar in size and service mix to The Fitzpatrick Group's advisory-plus-retail focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/fitzgrp
• LinkedInlinkedin.com/company/thefitzpatrickgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Fitzpatrick Group