Financial Aurora
Current Austin adviser offering selectable financial planning, consulting, asset-management, and insurance-related services to households.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | not verified |
| fixed project | not verified |
| ongoing planning | yes |
| 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_financial_aurora
- CRD candidate identifier
- 260786
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- no
Profile summary
Financial Aurora lets prospective clients select planning, consulting, asset management, and insurance-related services. It states that advisory accounts do not generate commission revenue, but the broader insurance offering means this profile does not label the whole business fee-only.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Financial Aurora services, firm published, checked 2026-08-09
- Financial Aurora firm and Austin office, firm published, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
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