ENZI Wealth
Current Austin registered investment adviser providing household wealth management and retirement planning.
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_enzi_wealth
- CRD candidate identifier
- 315457
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- yes
Profile summary
ENZI describes itself as fee-only and commission-free, with investment advice, retirement planning, tax preparation, and legacy-planning services. Standalone planning and public minimums were not verified.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- ENZI services and Austin office, firm published, checked 2026-08-09
- ENZI regulatory disclosure, firm published, 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.