Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
20yrs
Patrick Fleming has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Houston, Texas. Patrick has been with Hightower Advisors since 2023; before that, Patrick spent ten years at Avidian Wealth Solutions and three years at SFS Interests. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Texas
Office952 Echo Lane Suite 460, Houston, TX 77024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowHightower Advisors, LLCCurrent firm
- 2013 – 2023Avidian Wealth SolutionsPreviously
- 2010 – 2013SFS Interests, Inc.Previously
- 2008 – 2013LPL Financial LLCPreviously
- Dec 2006 – Mar 2008Securian Financial Services, Inc.Previously
Contact Patrick
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Patrick. 952 Echo Lane Suite 460Houston, TX 77024Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Hightower Advisors at (312) 962-3800 and ask for Patrick Fleming. Patrick works from the Houston, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Texas.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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