Bob Frater
Partner Advisor
CFP®
With decades of experience helping clients meet their financial and investment planning needs, Bob Frater, CFP®, is the senior financial advisor for Allworth in the Houston region. Awarded the Houston Region’s CFP® of the Year award in 1997 by the Institute of Certified Financial Planners, Bob has written for several national outlets, including the Houston Chronicle and the Journal of Financial Planning. The author of two books, Invest Today and Taking Charge of your Financial Future, Bob has been invited to speak by organizations ranging from Nieman Marcus to the American Institute of Architects. The holder of a Bachelor of Science degree from the University of Wisconsin, the resident of Houston Heights is married, has two sons, and is a member of several business and community associations in the Houston area. In his spare time, Bob is a dedicated skier, musician, woodworker and Rotarian.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
Read more
From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
Read more
When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
Read more
