Stifel, Nicolaus &
47yrs
Top 1% by experience in Houston
45yrs
Robert William Frater
Financial advisor at Allworth Financial
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Houston
Office1800 W. Loop S. Suite 1980, Houston, TX 77027
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowAllworth Financial, L.P.Current firm
- 1986 – 2020Houston Asset Management, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Allworth Financial at 916-482-2196 and ask for Robert William Frater. Robert works from the Houston, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1981, about 45 years. Top 1% by experience in Houston.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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