Fiduciary advisors in Austin, TX

170 registered advisers

Tesla, Oracle, and a wave of venture-backed startups have transformed Austin from a college town into a top-tier wealth management market. 170 SEC-registered fiduciary firms serve the metro area, 165 of them fee-only. No state income tax and a younger-than-average high-earner demographic mean local advisors frequently handle RSU planning, founder equity, and first-time wealth events.

49 FINANCIAL

Clean RecordAlso Compensated via Brokerage
Austin, TexasCRD #319484
Typical Fee--
AUM$871M
Minimum--
Clients2,989

818 FAMILY OFFICE, LLC

Clean RecordAlso Compensated via Brokerage
Austin, TexasCRD #339082
Typical Fee--
AUM--
Minimum--
Clients--

994 GROUP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #289923
Typical Fee--
AUM$245M
Minimum--
Clients783

AB PRIVATE CREDIT INVESTORS LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #173027
Typical Fee--
AUM$7.2B
Minimum--
Clients19

ACACIA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #281887
Typical Fee--
AUM$237M
Minimum--
Clients5

ADAR1 CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #299694
Typical Fee--
AUM$820M
Minimum--
Clients5

ADVISORS CRYPTO, INC.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #109201
Typical Fee--
AUM$11M
Minimum--
Clients102

ALONGSIDE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #333587
Typical Fee--
AUM--
Minimum--
Clients--

ALPHA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #121703
Typical Fee--
AUM$766M
Minimum--
Clients1,234

ANCIENT ART, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #141112
Typical Fee--
AUM$1.4B
Minimum--
Clients1

AQS ASSET MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #131544
Typical Fee--
AUM$3.4B
Minimum--
Clients11

ARK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317264
Typical Fee--
AUM$191M
Minimum--
Clients539

ARVIN CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #315672
Typical Fee--
AUM$719M
Minimum--
Clients6

ATLASMARK FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #152635
Typical Fee--
AUM$229M
Minimum--
Clients374

ATOM INVESTORS LP

Fee-Only, No Conflicts
Austin, TexasCRD #296819
Typical Fee0.30%
AUM$3.3B
Minimum--
Clients7

ATX FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #311589
Typical Fee--
AUM$140M
Minimum--
Clients399

AUGMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #335130
Typical Fee--
AUM$343M
Minimum--
Clients38

AUSTIN ASSET

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #105441
Typical Fee--
AUM$1.9B
Minimum--
Clients1,974

AUSTIN MONEY MANAGEMENT CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #302038
Typical Fee--
AUM$296M
Minimum--
Clients276

AUSTIN PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #304344
Typical Fee--
AUM--
Minimum--
Clients--

AUSTIN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #172793
Typical Fee0.35%
AUM$766M
Minimum$2,500
Clients2,671

AVANT FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #297894
Typical Fee--
AUM$196M
Minimum--
Clients522

BEACON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #335101
Typical Fee--
AUM$257M
Minimum--
Clients117

BECK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #152705
Typical Fee--
AUM$505M
Minimum--
Clients1,030

BIRDROCK WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #138872
Typical Fee--
AUM$137M
Minimum--
Clients421

BLACK BARN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #170885
Typical Fee--
AUM$165M
Minimum--
Clients656

BLUE SAGE SERVICES, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #297282
Typical Fee--
AUM$991M
Minimum--
Clients4

BOON INVESTMENT GROUP, INC.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #150102
Typical Fee--
AUM--
Minimum--
Clients--

BRAZOS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #289749
Typical Fee--
AUM$91M
Minimum--
Clients212

BRIDGEFRONT CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #291949
Typical Fee--
AUM$370M
Minimum--
Clients3

BRIGHAM MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #300627
Typical Fee--
AUM$972M
Minimum--
Clients7

BRIGHAM ROYALTIES MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #333329
Typical Fee--
AUM$312M
Minimum--
Clients1

BROOKLINE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #322787
Typical Fee--
AUM$113M
Minimum--
Clients150

BUILDGROUP MANAGEMENT

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #289150
Typical Fee--
AUM$537M
Minimum--
Clients2

CAM INVESTOR SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #286078
Typical Fee--
AUM$116M
Minimum--
Clients531

CAPITAL CREEK PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #301211
Typical Fee--
AUM$1.2B
Minimum--
Clients518

CAPSTAR FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #300349
Typical Fee--
AUM$173M
Minimum--
Clients611

CARLIN WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #325306
Typical Fee--
AUM$241M
Minimum--
Clients1,076

CAYETANO DEVELOPMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #290076
Typical Fee--
AUM$617M
Minimum--
Clients62

CCC ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #288948
Typical Fee--
AUM$625M
Minimum--
Clients14

CENTENNIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #290778
Typical Fee1.50%
AUM$170M
Minimum--
Clients981

CENTERGATE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #281685
Typical Fee--
AUM$842M
Minimum--
Clients5

CENTURY MANAGEMENT FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #112308
Typical Fee--
AUM$569M
Minimum--
Clients703

CFM WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #305135
Typical Fee--
AUM$761M
Minimum--
Clients656

CHRISTOPHER & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #325504
Typical Fee--
AUM$776M
Minimum--
Clients24

COMUNIDAD REALTY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #315665
Typical Fee--
AUM$264M
Minimum--
Clients4

CORRIGO INVESTMENT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #293620
Typical Fee--
AUM$675M
Minimum--
Clients3

CROWDSTREET ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #299176
Typical Fee--
AUM$244M
Minimum--
Clients30

CYPRESS CREEK PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #129346
Typical Fee--
AUM$410M
Minimum--
Clients14

DDELTA REAL ESTATE INVESTMENTS

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #326662
Typical Fee--
AUM$231M
Minimum--
Clients8

DEAN WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #298237
Typical Fee--
AUM$250M
Minimum--
Clients682

DESTINY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #312099
Typical Fee--
AUM$70M
Minimum--
Clients1

DIMENSIONAL FUND ADVISORS LP

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #106482
Typical Fee--
AUM$835.7B
Minimum--
Clients1,611

DISTRIBUTED GLOBAL MANAGER LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #309673
Typical Fee--
AUM$1.6B
Minimum--
Clients18

EIGHT PARTNERS VC, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #283031
Typical Fee--
AUM$10.8B
Minimum--
Clients51

ELSEWHERE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #293959
Typical Fee--
AUM$853M
Minimum--
Clients13

EMPIRIC ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #108425
Typical Fee--
AUM$65M
Minimum--
Clients42

EMPIRIC INSTITUTIONAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #164683
Typical Fee--
AUM$10M
Minimum--
Clients12

ENCLAVE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #165205
Typical Fee--
AUM$983M
Minimum--
Clients382

ENTREWEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317553
Typical Fee--
AUM$223M
Minimum--
Clients522

ENZI WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #315457
Typical Fee--
AUM$424M
Minimum--
Clients951

ERBEN ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #148703
Typical Fee--
AUM$335M
Minimum--
Clients122

EVOLUTION INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #324108
Typical Fee--
AUM$119M
Minimum--
Clients5

FINANCIAL AURORA, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #260786
Typical Fee1.70%
AUM$110M
Minimum--
Clients700

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #144008
Typical Fee--
AUM$523M
Minimum--
Clients2,610

FMP WEALTH ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #110270
Typical Fee--
AUM$1.1B
Minimum--
Clients2,749

FOREFRONT

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #308521
Typical Fee--
AUM$240M
Minimum--
Clients1,382

FORMENTERA PARTNERS LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #311055
Typical Fee--
AUM$1.9B
Minimum--
Clients7

FORT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #299243
Typical Fee--
AUM$128M
Minimum--
Clients687

FOUNDER FAMILY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #171978
Typical Fee--
AUM$321M
Minimum--
Clients302

FUNDIFY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #319004
Typical Fee--
AUM$65K
Minimum--
Clients3,485

GRACE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #150054
Typical Fee--
AUM$142M
Minimum--
Clients477

GREENBELT CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #322516
Typical Fee--
AUM$2.2B
Minimum--
Clients8

GREENRIDGE GROWTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #171612
Typical Fee--
AUM$442M
Minimum--
Clients4

HALBERT WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #108294
Typical Fee--
AUM$211M
Minimum--
Clients593

HAMPTON ROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #331682
Typical Fee1.50%
AUM$142M
Minimum--
Clients123

HARRELL INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #299166
Typical Fee--
AUM$662M
Minimum--
Clients766

HARRIS PRESTON & PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #160068
Typical Fee--
AUM$761M
Minimum--
Clients103

HAVELI INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #316470
Typical Fee--
AUM$4.5B
Minimum--
Clients6

HAWKEYE PARTNERS, LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #134601
Typical Fee--
AUM$214M
Minimum--
Clients2

HEALTHQUEST CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #296583
Typical Fee--
AUM$1.9B
Minimum--
Clients11

HM INTERNATIONAL L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #321885
Typical Fee--
AUM$1.1B
Minimum--
Clients6

HOISINGTON INVESTMENT MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #107710
Typical Fee--
AUM$3.0B
Minimum--
Clients29

HUB INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #307956
Typical Fee0.10%
AUM$9.0B
Minimum--
Clients8,633

II TECHNOLOGY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #282760
Typical Fee--
AUM$41M
Minimum--
Clients29

INTEGRATED WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #155254
Typical Fee--
AUM$140M
Minimum--
Clients524

INTELLIGENT WEALTH SOLUTIONS LLC

Clean RecordAlso Compensated via Product Sales
Austin, TexasCRD #300403
Typical Fee--
AUM$632M
Minimum--
Clients2,473

IRONARC MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #336462
Typical Fee--
AUM$210M
Minimum--
Clients18

IRONBRIDGE PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #287714
Typical Fee--
AUM$315M
Minimum--
Clients476

KENSINGTON ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #309780
Typical Fee--
AUM$1.9B
Minimum--
Clients1

KESTRA ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #283330
Typical Fee--
AUM$60.2B
Minimum--
Clients155,482

KESTRA INSTITUTIONAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #151790
Typical Fee--
AUM--
Minimum--
Clients--

KESTRA INVESTMENT MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317711
Typical Fee--
AUM$2.6B
Minimum--
Clients9,421

KESTRA PRIVATE WEALTH SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #155193
Typical Fee0.17%
AUM$10.2B
Minimum$5,000
Clients27,816

KM CAPITAL MANAGEMENT, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #132887
Typical Fee--
AUM$357M
Minimum--
Clients249

LAKE HILLS WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #286175
Typical Fee--
AUM$207M
Minimum--
Clients749

LBJ FAMILY WEALTH ADVISORS, LTD.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #129701
Typical Fee--
AUM$389M
Minimum--
Clients94

LEAFHOUSE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #149694
Typical Fee--
AUM$20.7B
Minimum--
Clients3,859

LIVE OAK INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #304406
Typical Fee--
AUM$236M
Minimum--
Clients822

LSCP ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #286018
Typical Fee--
AUM$296M
Minimum--
Clients5

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #112641
Typical Fee--
AUM$131M
Minimum--
Clients599

LYNWOOD PRICE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #323308
Typical Fee--
AUM$208M
Minimum--
Clients2

MAINSAIL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #157775
Typical Fee--
AUM$2.5B
Minimum--
Clients12

MAQRO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #289245
Typical Fee--
AUM$185M
Minimum--
Clients911

MASLOW WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #107722
Typical Fee1.00%
AUM$2.8B
Minimum--
Clients2,905

MASTERPIECE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #290075
Typical Fee--
AUM$138M
Minimum--
Clients86

MCP MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #324518
Typical Fee--
AUM$505M
Minimum--
Clients8

MERIDIAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #282609
Typical Fee--
AUM$1.5B
Minimum--
Clients1,440

MILITIA INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #331788
Typical Fee--
AUM--
Minimum--
Clients--

MOONTOWER ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #328999
Typical Fee--
AUM$400M
Minimum--
Clients5

MOZAYYX MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #334468
Typical Fee--
AUM$531M
Minimum--
Clients6

MUDDY WATERS CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #281411
Typical Fee--
AUM$309M
Minimum--
Clients11

NEXT COAST VENTURES, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #283699
Typical Fee--
AUM$583M
Minimum--
Clients9

NIXON CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #148061
Typical Fee--
AUM$338M
Minimum--
Clients221

NORCAP INVESTMENT MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #132975
Typical Fee--
AUM$315M
Minimum--
Clients8

OAKWELL PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #162096
Typical Fee--
AUM$462M
Minimum--
Clients902

OASIS CAPITAL PARTNERS (TEXAS) INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #171703
Typical Fee--
AUM$8.3B
Minimum--
Clients16

OLD HICKORY PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #316961
Typical Fee--
AUM$311M
Minimum--
Clients2

OREI ADVISORS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #284241
Typical Fee--
AUM$1.7B
Minimum--
Clients21

OUTRUNNER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #331377
Typical Fee--
AUM$233M
Minimum--
Clients100

OWNER RESOURCE GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #164028
Typical Fee--
AUM$521M
Minimum--
Clients10

OXBOW ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #156393
Typical Fee--
AUM$2.5B
Minimum--
Clients1,782

PEAK ROCK CAPITAL LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #165138
Typical Fee--
AUM$4.6B
Minimum--
Clients22

PENNYBACKER CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #160056
Typical Fee--
AUM$5.2B
Minimum--
Clients31

PER STIRLING CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #151671
Typical Fee--
AUM$1.4B
Minimum--
Clients3,584

PINE VALLEY CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #330556
Typical Fee--
AUM$535M
Minimum--
Clients17

PIONEER WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #133429
Typical Fee--
AUM$399M
Minimum--
Clients1,658

PLANNING WORKS ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317834
Typical Fee--
AUM$200M
Minimum--
Clients623

PORTFOLIO MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #107129
Typical Fee--
AUM$144M
Minimum--
Clients339

PRESIDIO INVESTORS LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #160841
Typical Fee--
AUM$985M
Minimum--
Clients12

PROPHET CAPITAL ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #150683
Typical Fee--
AUM$3.3B
Minimum--
Clients20

REAP FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #144560
Typical Fee--
AUM$510M
Minimum--
Clients3,237

RECURRING CAPITAL MANAGEMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #285114
Typical Fee--
AUM$194M
Minimum--
Clients10

REDBUD ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #300477
Typical Fee--
AUM$315M
Minimum--
Clients327

REMBRANDT FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #318415
Typical Fee--
AUM$189M
Minimum--
Clients475

REPUBLIC SQUARE

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #305018
Typical Fee--
AUM$130M
Minimum--
Clients6

REVIVAL HEALTHCARE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #315069
Typical Fee--
AUM$633M
Minimum--
Clients5

RICHARD P. SLAUGHTER ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #109080
Typical Fee--
AUM$864M
Minimum--
Clients1,746

ROBERT HARRELL, INCORPORATED

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #106191
Typical Fee--
AUM$959M
Minimum--
Clients88

ROOT FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #290289
Typical Fee--
AUM$2.1B
Minimum--
Clients4,110

RPS RETIREMENT PLAN ADVISORS

Clean Record
Austin, TexasCRD #319220
Typical Fee--
AUM$272M
Minimum--
Clients29

SAGE ADVISORY SERVICES LTD CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #106236
Typical Fee--
AUM$25.0B
Minimum--
Clients12,206

SALI FUND SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #124235
Typical Fee--
AUM$33.7B
Minimum--
Clients255

SAPPHIRE VENTURES, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #161558
Typical Fee--
AUM$11.3B
Minimum--
Clients26

SATURN V CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #316649
Typical Fee--
AUM$424M
Minimum--
Clients3

SERVE CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #284027
Typical Fee--
AUM$1.9B
Minimum--
Clients11

SHADOWRIDGE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #162066
Typical Fee--
AUM$119M
Minimum--
Clients897

STAFFORD CAPITAL PARTNERS INC.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #171419
Typical Fee--
AUM$1.7B
Minimum--
Clients24

STONECREST ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #142095
Typical Fee--
AUM$155M
Minimum--
Clients383

STUART INVESTMENT ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #109995
Typical Fee--
AUM$515M
Minimum--
Clients939

SVRN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #222518
Typical Fee--
AUM$212M
Minimum--
Clients150

SWBC INVESTMENT ADVISORY SERVICES LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #156155
Typical Fee--
AUM--
Minimum--
Clients--

TECA PARTNERS, LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #298106
Typical Fee--
AUM$185M
Minimum--
Clients3

TECHQUITY CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #162322
Typical Fee--
AUM$313M
Minimum--
Clients3

TERRY MCDANIEL & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #104732
Typical Fee--
AUM$1.8B
Minimum--
Clients372

THE PALISADES GROUP, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #165609
Typical Fee--
AUM$22.6B
Minimum--
Clients11

TRITIUM PARTNERS

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #173132
Typical Fee--
AUM$1.7B
Minimum--
Clients10

TURNER CAPITAL INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #146134
Typical Fee2.00%
AUM$128M
Minimum--
Clients716

UNIFIMONEY RIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #328842
Typical Fee--
AUM$87K
Minimum--
Clients156

VALTERRA PARTNERS LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #316443
Typical Fee--
AUM$207M
Minimum--
Clients4

VANNOY ADVISORY GROUP, INC.

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #145806
Typical Fee--
AUM$145M
Minimum--
Clients256

VENTURI PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #169576
Typical Fee--
AUM$3.2B
Minimum--
Clients4,488

VICTORY FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Austin, TexasCRD #324943
Typical Fee--
AUM$688M
Minimum--
Clients4,210

VIRTUS REAL ESTATE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #164146
Typical Fee--
AUM$723M
Minimum--
Clients4

WATERCOLOR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #327254
Typical Fee--
AUM$185M
Minimum--
Clients513

WATERLOO CAPITAL

Clean RecordAlso Compensated via Brokerage
Austin, TexasCRD #133705
Typical Fee--
AUM$1.7B
Minimum--
Clients6,775

WEALTHYX

Fee-Only, No Conflicts
Austin, TexasCRD #172380
Typical Fee--
AUM$69M
Minimum--
Clients2,416

WEATHERGAGE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #156612
Typical Fee--
AUM$1.3B
Minimum--
Clients11

YACKTMAN ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #164420
Typical Fee--
AUM$13.2B
Minimum--
Clients797

YCG, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #145769
Typical Fee--
AUM$1.5B
Minimum--
Clients250
Fiduciary Advisors in Austin, Texas | FiduciaryListings