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Bob Frater

Partner Advisor

Designations: CFP®

  713-629-1534

  Houston, TX

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.

Education and Certifications

Who I work with

What guides my approach

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.

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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9