Austin Asset
Current SEC-registered Austin adviser providing financial planning and investment management to households.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | not verified |
| advice only | not verified |
| hourly | not verified |
| fixed project | not verified |
| ongoing planning | yes |
| investment management | yes |
| management required | not verified |
Fees and minimums
No fee or minimum information has completed review. This does not mean the firm has no minimum cost.
Identity and eligibility
- Firm ID
- firm_austin_asset
- CRD candidate identifier
- 105441
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- not verified
Profile summary
Austin Asset publishes household-oriented planning and investment-management services. Older fee material was found but excluded because its current applicability could not be established.
Evidence and freshness
- Current Form ADV, official regulatory, checked 2026-08-09
- Austin Asset firm overview, firm published, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
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