Robert  Frater,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Frater, CFP®


Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212
(713) 629-1534


Robert Frater is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Houston Asset Management Inc in Houston, TX and the surrounding communities.

Financial Advisor Overview

We work with our Clients as their Financial Partner, to achieve what is important to our Client.


Financial Advisor Experience

For 35 years we have been putting our clients best interests ahead of anything else.  We have been rewarded with many clients that have been with us for over 30 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources