Austin Wealth Management
Current SEC-registered adviser offering project planning, ongoing planning, investment advisory services, and combined wealth management.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | not verified |
| fixed project | yes |
| ongoing planning | yes |
| investment management | yes |
| management required | no |
Fees and minimums
| Type | Disclosed value | Condition |
|---|---|---|
| project fee | $2,500-$10,000 | New-client financial plan; depends on complexity |
| retainer | $250-$500 per month | Ongoing financial planning |
| account minimum | No minimum account size | None stated |
Identity and eligibility
- Firm ID
- firm_austin_wealth_management
- CRD candidate identifier
- 172793
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- not verified
Profile summary
Austin Wealth Management offers planning separately from portfolio management as well as a combined wealth-management relationship. Fee-only status is not marked verified because its Form CRS discloses that some professionals are also affiliated with a broker-dealer.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Austin Wealth Form CRS, official regulatory, checked 2026-08-09
- Austin Wealth planning, firm published, checked 2026-08-09
Profile review date: 2026-08-09
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