Austin Money Management Corporation
Current registered adviser with evidence of retail financial-planning and portfolio-management services, but limited current firm-published detail.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | yes |
| fixed project | yes |
| ongoing planning | not verified |
| investment management | yes |
| management required | no |
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_money_management_corp
- CRD candidate identifier
- 302038
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- not verified
Profile summary
The available evidence supports retail planning and portfolio management, including hourly and fixed-fee planning. Because the service document is older and current firm-published information is sparse, fee-only status and exact current prices remain unverified.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Austin Money Management Form CRS, firm published, checked 2026-08-09
- Independent directory summary, third party, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
Signed-in users may submit evidence for review. Submissions cannot directly change this profile.
Submit evidencePrivate shortlist
Save this firm with an optional private note. Saved firms and notes are visible only in your account.