Fee-OnlyFinder

% of assets managed in Austin, TX

132 advisers in Austin offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 132

57 West Capital Advisors, INC.11615 Angus Road, Suite 104-K · Austin, TX 78759 · (833) 457-5757 · % of assets managedCRD 115378 · % of assets · $47.4 million AUMState registeredNo commissions reported994 Group1207 W. Mary Street · Austin, TX 78704 · (512) 853-9597 · Financial planningCRD 289923 · % of assets, Fixed fees, Other · $244.7 million AUMSEC registeredNo commissions reportedAa Wealth Strategies LLC3301 Northland Drive, Suite 330 · Austin, TX 78731 · (512) 474-1778 · Financial planningCRD 319496 · % of assets, Hourly charges, Fixed fees · $31.3 million AUMState registeredNo commissions reportedAdvisors Crypto, INC.6500 River Place Blvd, Building 7, Suite 250 · Austin, TX 78730 · (512) 346-8000 · % of assets managedCRD 109201 · % of assets · $11.2 million AUMSEC registeredNo commissions reportedAlongside, LLC3711 S Mopac Expy, Suite 150 · Austin, TX 78746 · (512) 241-7341 · Financial planningCRD 333587 · % of assets, Fixed fees · $878.6 million AUMSEC registeredNo commissions reportedAlpha Capital Management5407 Parkcrest Drive, 2nd Floor · Austin, TX 78731 · (512) 322-9318 · % of assets managedCRD 121703 · % of assets · $871.4 million AUMSEC registeredNo commissions reportedAmplio Wealth Management, INC.1921 Lohmans Crossing Suite 100 · Austin, TX 78734 · (512) 917-5066 · % of assets managedCRD 309712 · % of assets · $31.5 million AUMState registeredNo commissions reportedArgus Wealth Management3001 Rr 620 South, Suite 327 · Austin, TX 78738 · (512) 637-8875 · Financial planningCRD 168994 · % of assets, Hourly charges, Fixed fees · $64.6 million AUMState registeredNo commissions reportedArk Wealth Management10800 Pecan Park Blvd, Ste 100 · Austin, TX 78750 · (512) 660-5703 · Financial planningCRD 317264 · % of assets, Fixed fees · $216.0 million AUMSEC registeredNo commissions reportedArmis Financial, LLC111 Congress Ave, Suite 400 · Austin, TX 78701 · (512) 709-9741 · Financial planningCRD 294890 · % of assets · $636,120 AUMState registeredNo commissions reported
Atlasmark Financial, INC.12466 Los Indios Trail, Suite 200 · Austin, TX 78729 · (512) 270-2900 · % of assets managedCRD 152635 · % of assets · $228.6 million AUMSEC registeredNo commissions reportedAtom Investors LP3711 S Mopac Expy, Building One, Suite 100 · Austin, TX 78746 · (737) 249-0292 · Flat / fixed feesCRD 296819 · % of assets, Fixed fees, Performance-based fees · $6.8 billion AUMSEC registeredNo commissions reportedAtx Financial Planning, LLC500 Grace Lane · Austin, TX 78746 · (512) 693-4040 · Financial planningCRD 311589 · % of assets, Performance-based fees, Other · $174.3 million AUMSEC registeredNo commissions reportedAtx Portfolio Advisors, LLC500 N Capital of Texas Hwy, Building 8 -100 · Austin, TX 78746 · (512) 537-5955 · Financial planningCRD 173821 · % of assets, Fixed fees · $93.5 million AUMState registeredNo commissions reportedAustin 180 Advisory Group LLC201 W. 5th Street, Suite 1600 · Austin, TX 78701 · (512) 767-5812 · % of assets managedCRD 292141 · % of assets · $38.8 million AUMState registeredNo commissions reportedAustin Asset7200 N. Mopac, Suite 315 · Austin, TX 78731 · (512) 453-6622 · Financial planningCRD 105441 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedAustin Money Management Corporation3907 Medical Parkway, Suite 101 · Austin, TX 78756 · (512) 607-5008 · Financial planningCRD 302038 · % of assets, Hourly charges, Fixed fees · $296.1 million AUMSEC registeredNo commissions reportedAustin Wealth Management, LLC5209 Burnet Road, Ste. 210 · Austin, TX 78756 · (512) 467-2000 · Financial planningCRD 172793 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedAvant Financial Advisors13341 W. US Hwy 290, Building 2 · Austin, TX 78737 · (512) 910-2467 · Financial planningCRD 297894 · % of assets, Fixed fees · $196.4 million AUMSEC registeredNo commissions reportedBarac Capital Management, LLC7000 North Mopac Expressway, Suite 200 · Austin, TX 78731 · (512) 981-8080 · Financial planningCRD 166442 · % of assets · $15.9 million AUMState registeredNo commissions reportedBarton Creek Investment Advisors3007 Barton Point Circle · Austin, TX 78733 · (512) 636-9000 · % of assets managedCRD 163187 · % of assets · $10.0 million AUMState registeredNo commissions reportedBeacon Advisors9011 Mountain Ridge Dr., Suite 200 · Austin, TX 78759 · (512) 612-4884 · Financial planningCRD 335101 · % of assets, Hourly charges, Fixed fees · $459.6 million AUMSEC registeredNo commissions reportedBearing Financial Advisors, LLC9390 Research Blvd, Kaleido Bldg I Suite 330 · Austin, TX 78759 · (512) 241-1035 · Financial planningCRD 305257 · % of assets, Hourly charges, Fixed fees · $89.4 million AUMState registeredNo commissions reportedBeck Capital Management LLC2009 S. Capital of Texas Hwy., Suite 200 · Austin, TX 78746 · (512) 345-6789 · Financial planningCRD 152705 · % of assets · $562.4 million AUMSEC registeredNo commissions reportedBirdrock Wealth9433 Bee Cave Rd, Bldg 2, Suite 203 · Austin, TX 78733 · (512) 236-0071 · Financial planningCRD 138872 · % of assets · $146.3 million AUMSEC registeredNo commissions reportedBisonwood Financial Management4110 Bunny Run, 6 · Austin, TX 78746 · (903) 593-2396 · Financial planningCRD 137846 · % of assets · $61.6 million AUMState registeredNo commissions reportedBlack Barn Financial, LLC2305 Hancock Drive, Ste. 105 · Austin, TX 78756 · (512) 368-9179 · Financial planningCRD 170885 · % of assets, Hourly charges, Fixed fees · $164.6 million AUMSEC registeredNo commissions reportedBlue Tower Asset Management, LLC311 Ranch Road 620 S, Suite 111 · Austin, TX 78734 · (512) 763-2410 · % of assets managedCRD 173342 · % of assets · $50.6 million AUMState registeredNo commissions reportedBlue Waters Advisory Group, LLC1301 S. Capital of Texas Hwy, Suite B-125 · Austin, TX 78746 · (512) 533-9110 · Financial planningCRD 158536 · % of assets, Fixed fees · $97.7 million AUMState registeredNo commissions reportedBluespring Wealth Management, LLC5707 Southwest Parkway, Bldg 2 Ste 401 · Austin, TX 78735 · (737) 443-2122 · Financial planningCRD 152667 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedBossert Capital LLC801 Barton Springs Road · Austin, TX 78704 · (612) 924-3649 · % of assets managedCRD 285572 · % of assets, Performance-based fees · $16.7 million AUMState registeredNo commissions reportedBrazos Capital200 Congress Avenue, Suite 902 · Austin, TX 78701 · (512) 827-0826 · Financial planningCRD 289749 · % of assets, Hourly charges, Fixed fees · $102.5 million AUMSEC registeredNo commissions reportedBroadhurst Financial Advisors, INC.1735 Spyglass Drive, Unit 110 · Austin, TX 78746 · (215) 325-1595 · Financial planningCRD 132332 · % of assets, Hourly charges, Fixed fees · $128.4 million AUMSEC registeredNo commissions reportedCam Investor Solutions623 W 38th Street, Suite 320 · Austin, TX 78705 · (720) 575-7775 · Financial planningCRD 286078 · % of assets, Hourly charges, Fixed fees · $155.4 million AUMSEC registeredNo commissions reportedCandor Asset Advisors, LLC1250 Capital of Texas Highway South, Building 3, Suite 400 · Austin, TX 78746 · (512) 522-8501 · Financial planningCRD 284978 · % of assets, Hourly charges · $15.8 million AUMState registeredNo commissions reportedCapital Creek Partners1608 W. 5th St., Suite 200 · Austin, TX 78703 · (512) 316-3397 · Flat / fixed feesCRD 301211 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedCapstar Financial Services LLC6500 River Place Suite 200 Building 1 · Austin, TX 78730 · (512) 215-9030 · Financial planningCRD 300349 · % of assets, Fixed fees · $207.8 million AUMSEC registeredNo commissions reportedCarlin Wealth Management Group, LLC1701 Simond Avenue, Unit 104 · Austin, TX 78723 · (737) 414-6565 · Financial planningCRD 325306 · % of assets, Fixed fees · $240.9 million AUMSEC registeredNo commissions reportedCarvalho Investment Group, LLC111 Congress Avenue, Suite 500 · Austin, TX 78701 · (806) 283-4862 · Financial planningCRD 312231 · % of assets, Hourly charges · $6.2 million AUMState registeredNo commissions reportedCentennial Advisors, LLC10815 Ranch Road 2222, Bldg 3c Suite 200 · Austin, TX 78730 · (512) 265-5000 · Financial planningCRD 290778 · % of assets, Fixed fees · $237.3 million AUMSEC registeredNo commissions reportedCentury Management Financial Advisors805 Las Cimas Parkway, Suite 305 · Austin, TX 78746 · (512) 329-0050 · Financial planningCRD 112308 · % of assets, Fixed fees, Performance-based fees · $679.5 million AUMSEC registeredNo commissions reportedCfm Wealth Partners LLC3500 Jefferson Street, Suite 315 · Austin, TX 78731 · (512) 366-3925 · Financial planningCRD 305135 · % of assets, Hourly charges, Fixed fees · $885.8 million AUMSEC registeredNo commissions reportedClarified Wealth Advisory2403 E 16th St · Austin, TX 78702 · (512) 200-4147 · Financial planningCRD 329226 · % of assets, Hourly charges, Fixed fees · $6.7 million AUMState registeredNo commissions reportedCrawford Advisory Group, LLC9442 N Capital of Texas Hwy, Plaza 1, Ste. 500-108 · Austin, TX 78759 · (512) 218-9202 · Financial planningCRD 115676 · % of assets, Hourly charges, Fixed fees · $17.3 million AUMState registeredNo commissions reportedDean Wealth Partners, LLC7200 N Mopac Expressway, Suite 140 · Austin, TX 78731 · (512) 346-1703 · Financial planningCRD 298237 · % of assets, Hourly charges, Fixed fees · $249.8 million AUMSEC registeredNo commissions reportedDecca Private Wealth Management, INC.8911 N. Capital of Texas Highway, Suite 4200 · Austin, TX 78759 · (512) 428-8806 · % of assets managedCRD 328165 · % of assets, Performance-based fees · $7.0 million AUMState registeredNo commissions reportedDimensional Fund Advisors LP6300 Bee Cave Road, Building One · Austin, TX 78746 · (512) 306-7400 · % of assets managedCRD 106482 · % of assets, Performance-based fees · $1020.4 billion AUMSEC registeredNo commissions reportedEmpiric Advisors, INC.500 N Capital of Texas Hwy, Building 8, Suite 110 · Austin, TX 78746 · (512) 328-9321 · % of assets managedCRD 108425 · % of assets · $64.7 million AUMSEC registeredNo commissions reportedEmpiric Institutional500 N Capital of Texas Hwy, Building 8, Suite 110 · Austin, TX 78746 · (512) 583-0160 · % of assets managedCRD 164683 · % of assets · $9.9 million AUMSEC registeredNo commissions reportedEnclave Advisors, LLC3600 N. Capital of Texas Hwy., Bldg B, Suite 180 · Austin, TX 78746 · (512) 527-3105 · % of assets managedCRD 165205 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedEnzi Wealth2406 Lake Austin Blvd. · Austin, TX 78703 · (512) 795-0030 · Financial planningCRD 315457 · % of assets, Hourly charges, Fixed fees · $450.9 million AUMSEC registeredNo commissions reportedEsquires Group LLC14618 Mansfield Dam CT, Unit 41 · Austin, TX 78734 · (512) 576-3757 · Financial planningCRD 289537 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedEverlong Financial3906 N Lamar Blvd, Suite 204c · Austin, TX 78756 · (512) 524-3832 · Financial planningCRD 172634 · % of assets, Hourly charges, Fixed fees · $69.5 million AUMState registeredNo commissions reportedFarney Private Wealth Management, LLC5900 Southwest Parkway, Suite 5-520 · Austin, TX 78735 · (512) 771-7452 · Financial planningCRD 332291 · % of assets · $5.7 million AUMState registeredNo commissions reportedFaykus Financial, LLC13809 Research Blvd., Suite 537 · Austin, TX 78750 · (512) 522-1826 · Financial planningCRD 288957 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedFinancial Aurora, LLC.11652 Jollyville Road · Austin, TX 78759 · (512) 213-6400 · Financial planningCRD 260786 · % of assets, Fixed fees · $130.0 million AUMSEC registeredNo commissions reportedFinancial Gravity Asset Management, INC.2501 Ranch Road 620 S, Ste. 110 · Austin, TX 78734 · (800) 920-9722 · Financial planningCRD 144008 · % of assets · $523.4 million AUMSEC registeredNo commissions reportedFinch Capital Management LLC7903 Richard King Trail · Austin, TX 78749 · (737) 301-2121 · % of assets managedCRD 318040 · % of assets · $58.6 million AUMState registeredNo commissions reportedFmp Wealth Advisers6034 West Courtyard Drive, Suite 380 · Austin, TX 78730 · (512) 329-5174 · Financial planningCRD 110270 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedForefront7500 Rialto Blvd, Bldg 1, Suite 250 · Austin, TX 78735 · (512) 617-1984 · Financial planningCRD 308521 · % of assets, Fixed fees, Other · $239.8 million AUMSEC registeredNo commissions reportedFort Advisors INC7701 San Felipe Blvd., Suite 100 · Austin, TX 78729 · (512) 433-6492 · Financial planningCRD 299243 · % of assets, Hourly charges, Fixed fees · $146.3 million AUMSEC registeredNo commissions reportedFounder Family Financial, LLC5524 Bee Caves Rd, Bldg A1 · Austin, TX 78746 · (843) 621-0435 · Financial planningCRD 171978 · % of assets, Hourly charges, Fixed fees · $321.0 million AUMSEC registeredNo commissions reportedFundify Advisors LLC5900 Balcones Drive, #7078 · Austin, TX 78731 · (512) 645-1010 · % of assets managedCRD 319004 · % of assets · $888,512 AUMSEC registeredNo commissions reportedGrace Capital Management, LLC11651 Jollyville Road, Suite 300 · Austin, TX 78759 · (512) 485-1800 · Financial planningCRD 150054 · % of assets, Fixed fees, Performance-based fees · $108.7 million AUMSEC registeredNo commissions reportedGratus Wealth Strategies LLC3006 Bee Caves Rd., Ste. A-216 · Austin, TX 78746 · (619) 964-8558 · Financial planningCRD 330842 · % of assets · $50.0 million AUMState registeredNo commissions reportedHalbert Wealth Management, INC9433 Bee Cave Rd, Bldg. 1, Ste 200 · Austin, TX 78733 · (512) 263-3800 · % of assets managedCRD 108294 · % of assets · $211.2 million AUMSEC registeredNo commissions reportedHampton Rock Wealth Management7500 Rialto Boulevard, Building 2 Suite 150 · Austin, TX 78735 · (512) 256-9272 · Financial planningCRD 331682 · % of assets, Fixed fees · $192.4 million AUMSEC registeredNo commissions reportedHarrell Investment Partners, LLC3814 Medical Parkway · Austin, TX 78756 · (512) 759-8000 · Financial planningCRD 299166 · % of assets, Hourly charges, Fixed fees · $662.4 million AUMSEC registeredNo commissions reportedHaven Financial Advisors210 Lee Barton Drive, #211 · Austin, TX 78704 · (512) 791-4335 · Financial planningCRD 118607 · % of assets, Hourly charges · $108.0 million AUMState registeredNo commissions reportedHub Investment Partners, LLC900 S. Capital of TX Highway, Suite 350 · Austin, TX 78746 · (512) 600-5390 · Financial planningCRD 307956 · % of assets, Hourly charges, Fixed fees · $11.9 billion AUMSEC registeredNo commissions reportedII Technology, LLC8701 W. Highway 71, Suite 201 · Austin, TX 78735 · (512) 730-1015 · % of assets managedCRD 282760 · % of assets, Other · $40.5 million AUMSEC registeredNo commissions reportedIntegrated Wealth Strategies, LLC11044 Research Blvd.,, Suite A-400 · Austin, TX 78759 · (512) 291-6391 · Financial planningCRD 155254 · % of assets, Hourly charges, Fixed fees · $151.7 million AUMSEC registeredNo commissions reportedIronbridge Private Wealth, LLC6420 Bee Caves Road, Suite 201 · Austin, TX 78746 · (512) 327-8901 · Financial planningCRD 287714 · % of assets, Hourly charges, Fixed fees · $379.7 million AUMSEC registeredNo commissions reportedKestra Advisory Services, LLC5707 Southwest Parkway, Building 2, Suite 400 · Austin, TX 78735 · (844) 553-7872 · Financial planningCRD 283330 · % of assets, Hourly charges, Fixed fees · $79.8 billion AUMSEC registeredNo commissions reportedKestra Private Wealth Services, LLC5707 Southwest Parkway, Bldg. 2 Ste 400 · Austin, TX 78735 · (844) 553-7872 · Financial planningCRD 155193 · % of assets, Hourly charges, Fixed fees · $13.5 billion AUMSEC registeredNo commissions reportedKm Capital Management, LTD.1701 Directors Blvd., Ste. 370 · Austin, TX 78744 · (512) 697-0290 · Financial planningCRD 132887 · % of assets, Fixed fees, Performance-based fees · $374.4 million AUMSEC registeredNo commissions reportedLake Hills Wealth Management, LLC8601 Ranch Road 2222, Building 1, Suite 230 · Austin, TX 78730 · (512) 580-4740 · Financial planningCRD 286175 · % of assets, Hourly charges, Fixed fees · $206.9 million AUMSEC registeredNo commissions reportedLbj Family Wealth Advisors, LTD.3800 North Lamar, Suite 200 · Austin, TX 78756 · (512) 457-5000 · Financial planningCRD 129701 · % of assets, Fixed fees, Other · $388.8 million AUMSEC registeredNo commissions reportedLewis Weil CO.3600 Lyons Rd · Austin, TX 78702 · (512) 577-2177 · Financial planningCRD 332194 · % of assets, Fixed fees · $8.2 million AUMState registeredNo commissions reportedLiberty Park Capital Management, LLC2105 E Martin Luther King Jr Blvd, Suite 315 · Austin, TX 78702 · (504) 919-0090 · Financial planningCRD 160315 · % of assets, Fixed fees, Performance-based fees · $77.9 million AUMState registeredNo commissions reportedLive Oak Investment Partners3103 Bee Cave Road, Suite 104 · Austin, TX 78746 · (512) 532-4700 · Financial planningCRD 304406 · % of assets, Hourly charges, Fixed fees · $266.4 million AUMSEC registeredNo commissions reportedLucien Stirling & Gray Advisory Group INC7800 N. Mopac Expy, Suite 340 · Austin, TX 78759 · (512) 458-2517 · Financial planningCRD 112641 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reportedMaqro Advisors LLC7004 Bee Caves Road, Building 1, Suite 200 · Austin, TX 78746 · (512) 673-8292 · Financial planningCRD 289245 · % of assets, Performance-based fees · $174.4 million AUMSEC registeredNo commissions reportedMaslow Wealth Advisors1601 South Mo Pac Expressway, Suite 125d · Austin, TX 78746 · (512) 610-6930 · Hourly feesCRD 107722 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMasterpiece Capital, LLC901 S Mopac Expressway Building One, Suite 110 · Austin, TX 78746 · (512) 472-9033 · Financial planningCRD 290075 · % of assets, Fixed fees · $124.9 million AUMSEC registeredNo commissions reportedMeridian Wealth Advisors, LLC3600 North Capital of Texas Highway, Building B, Suite 150 · Austin, TX 78746 · (512) 717-5580 · Financial planningCRD 282609 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedMission Hill Advisors, LLC1100 W. 6th St. · Austin, TX 78703 · (512) 829-0622 · Hourly feesCRD 171866 · % of assets, Hourly charges, Fixed fees · $148.0 million AUMState registeredNo commissions reportedMtr Advisory Services, INC.1004 Mo-Pac Circle, #100 · Austin, TX 78746 · (512) 825-9065 · Financial planningCRD 121140 · % of assets · $33.2 million AUMState registeredNo commissions reportedMueller Wealth Advisors4845 Spicewood Springs Rd · Austin, TX 78759 · (512) 518-5000 · Financial planningCRD 319629 · % of assets, Hourly charges · $55.7 million AUMState registeredNo commissions reportedNest Financial LLC310 Comal Street · Austin, TX 78702 · (512) 944-4882 · Financial planningCRD 299307 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedNixon Capital LLC600 W 5th St, Suite 1200 · Austin, TX 78701 · (512) 354-2491 · % of assets managedCRD 148061 · % of assets, Performance-based fees · $389.9 million AUMSEC registeredNo commissions reportedOakwell Private Wealth Management3200 Steck Ave, Suite 200 · Austin, TX 78757 · Financial planningCRD 162096 · % of assets, Hourly charges, Fixed fees · $668.1 million AUMSEC registeredNo commissions reportedOff-Trail Works LLC12856 N Hwy 183 Suite B #2063 · Austin, TX 78750 · (414) 531-1305 · Financial planningCRD 337378 · % of assets, Fixed fees · $9.0 million AUMState registeredNo commissions reportedOrchard Financial98 San Jacinto Blvd #400 · Austin, TX 78701 · (512) 655-3444 · Financial planningCRD 300320 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMState registeredNo commissions reportedOrei Advisors LP401 Congress Avenue, Suite 2750 · Austin, TX 78701 · (650) 681-0185 · % of assets managedCRD 284241 · % of assets, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedOutrunner Capital, LLC3500 Oakmont Blvd., Ste. 100 · Austin, TX 78731 · (512) 649-3192 · Financial planningCRD 331377 · % of assets, Fixed fees · $498.5 million AUMSEC registeredNo commissions reportedOxbow Advisors, LLC200 West 6th Street, Suite 1920 · Austin, TX 78701 · (512) 386-1088 · Financial planningCRD 156393 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPer Stirling Capital Management, LLC4800 Bee Caves Road · Austin, TX 78746 · (512) 628-2300 · Financial planningCRD 151671 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedPioneer Wealth Management Group800 W 5th St Unit 100-B · Austin, TX 78703 · (512) 334-6800 · Financial planningCRD 133429 · % of assets, Hourly charges, Fixed fees · $399.2 million AUMSEC registeredNo commissions reportedPlanning Works Advisory, INC.7719 Wood Hollow Drive, Ste 216 · Austin, TX 78731 · (512) 498-7526 · Financial planningCRD 317834 · % of assets, Hourly charges, Fixed fees · $199.8 million AUMSEC registeredNo commissions reportedPortfolio Management, LLC500 West 2nd Street, Suite 1900 · Austin, TX 78701 · (512) 222-4035 · % of assets managedCRD 107129 · % of assets · $151.9 million AUMSEC registeredNo commissions reportedRealized Financal, INC.500 W. 13th Street · Austin, TX 78701 · (512) 472-7171 · Financial planningCRD 22333 · % of assets, OtherState registeredNo commissions reportedReap Financial Group, LLC9414 Anderson Mill Road, Suite 100 · Austin, TX 78729 · (512) 249-7300 · Financial planningCRD 144560 · % of assets, Hourly charges, Fixed fees · $648.2 million AUMSEC registeredNo commissions reportedRedbud Advisors706 Guadalupe Street · Austin, TX 78701 · (512) 222-6968 · Financial planningCRD 300477 · % of assets, Fixed fees · $367.8 million AUMSEC registeredNo commissions reportedRewbix9900 Spectrum Drive · Austin, TX 78717 · (650) 309-9099 · Flat / fixed feesCRD 326608 · % of assets, Fixed fees, Performance-based fees · $20,000 AUMSEC registeredNo commissions reportedRichard P. Slaughter Associates, INC.9600 North Mopac, Suite 600 · Austin, TX 78759 · (512) 918-0000 · Financial planningCRD 109080 · % of assets, Hourly charges · $905.2 million AUMSEC registeredNo commissions reportedRichie Capital Group2028 E. Ben White Blvd, Suite 550 · Austin, TX 78741 · (737) 707-3310 · % of assets managedCRD 281407 · % of assets, Performance-based fees · $52.1 million AUMState registeredNo commissions reportedRighteous Financial, LLC900 E 51st St, Ste 111 · Austin, TX 78751 · (888) 500-1505 · Financial planningCRD 315575 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedRobert Harrell, Incorporated8310 N. Capital of Texas Highway, Building 1, Suite 320 · Austin, TX 78731 · (512) 795-9100 · Flat / fixed feesCRD 106191 · % of assets, Fixed fees · $885.3 million AUMSEC registeredNo commissions reportedRoot Financial Partners801 Barton Springs Rd · Austin, TX 78704 · (760) 452-0720 · Financial planningCRD 290289 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedS Squared Advisors LLC706 Guadalupe Street · Austin, TX 78701 · (512) 297-1824 · % of assets managedCRD 283785 · % of assets, Performance-based fees · $79.3 million AUMState registeredNo commissions reportedSage Advisory Services LTD CO5900 Southwest Parkway, Building 1, Suite 100 · Austin, TX 78735 · (512) 327-5530 · Flat / fixed feesCRD 106236 · % of assets, Fixed fees · $28.4 billion AUMSEC registeredNo commissions reportedShadowridge Asset Management, LLC1001 S. Capital of Texas Highway, M-100 · Austin, TX 78746 · (888) 434-1427 · Financial planningCRD 162066 · % of assets, Hourly charges, Fixed fees · $126.7 million AUMSEC registeredNo commissions reportedShorebreak Capital, LLC2513 De Soto Dr. · Austin, TX 78733 · (512) 203-1905 · Financial planningCRD 283921 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reportedSolaris Private Wealth Management6500 River Place Blvd, Bldg 7 Suite 250 · Austin, TX 78730 · (866) 826-8420 · Hourly feesCRD 140180 · % of assets, Hourly charges, Fixed fees · $49.3 million AUMState registeredNo commissions reportedSolstice Wealth14205 N Mopac Expy, 5th Floor · Austin, TX 78728 · (512) 294-4385 · Financial planningCRD 281950 · % of assets, Hourly charges, Fixed fees · $53.0 million AUMState registeredNo commissions reportedStonecrest Advisors, INC.300 West 6th Street, Suite 1550 · Austin, TX 78701 · (866) 342-1069 · Financial planningCRD 142095 · % of assets, Fixed fees · $398.8 million AUMSEC registeredNo commissions reportedStrategic Investment Management9600 North Mopac, Suite 600 · Austin, TX 78759 · (512) 341-9898 · Financial planningCRD 129949 · % of assets · $40.8 million AUMState registeredNo commissions reportedStuart Investment Advisors, INC.623 W 38th Street, Suite 110 · Austin, TX 78705 · (512) 478-2275 · Financial planningCRD 109995 · % of assets · $630.5 million AUMSEC registeredNo commissions reportedSvrn Asset Management, LLC500 W 2nd St, Suite 1900 · Austin, TX 78701 · (773) 442-2294 · Financial planningCRD 222518 · % of assets, Fixed fees, Performance-based fees · $231.5 million AUMSEC registeredNo commissions reportedTerry McDaniel & Company2630 Exposition Blvd Ste 300 · Austin, TX 78703 · (512) 495-9500 · % of assets managedCRD 104732 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedThree-Sixty Wealth Management, LLC.13809 Research Boulevard, Suite 500 · Austin, TX 78750 · (512) 920-0975 · Financial planningCRD 339056 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedTurner Capital Investments, LLC9442 Capital of Texas Hwy N, Arboretum Plaza One, Suite 500 · Austin, TX 78759 · (855) 678-8200 · % of assets managedCRD 146134 · % of assets · $107.2 million AUMSEC registeredNo commissions reportedUnifimoney Ria4901 E. Cesar Chavez St. · Austin, TX 78702 · (415) 964-5877 · % of assets managedCRD 328842 · % of assets · $314,000 AUMSEC registeredNo commissions reportedVannoy Advisory Group, INC.5900 Balcones Drive, Suite 21610 · Austin, TX 78731 · (512) 759-7759 · Financial planningCRD 145806 · % of assets, Hourly charges · $172.4 million AUMSEC registeredNo commissions reportedVictory Financial6500 River Place Blvd., Bldg. 1, Ste. 203 · Austin, TX 78730 · (512) 763-7671 · Financial planningCRD 324943 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedWatercolor Financial9600 Great Hills Trail, Suite 150w · Austin, TX 78759 · (512) 250-1544 · Financial planningCRD 327254 · % of assets · $234.8 million AUMSEC registeredNo commissions reportedWealth Beyond Math5900 Balcones Drive, #21803 · Austin, TX 78731 · (512) 316-7298 · Financial planningCRD 331995 · % of assets, Hourly charges, Fixed fees · $5.0 million AUMState registeredNo commissions reportedWealth Management Services of Austin, LLC901 S. Mopac Expressway, Suite 300 · Austin, TX 78746 · (512) 478-0008 · Financial planningCRD 129588 · % of assets, Hourly charges, Fixed fees · $11.5 million AUMState registeredNo commissions reportedYacktman Asset Management LP6300 Bridge Point Parkway, Building 1 Suite 500 · Austin, TX 78730 · (512) 767-6700 · % of assets managedCRD 164420 · % of assets, Performance-based fees · $11.7 billion AUMSEC registeredNo commissions reportedYcg, LLC3207 Ranch Road 620 South, Suite 200 · Austin, TX 78738 · (512) 505-2347 · % of assets managedCRD 145769 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedYorkmont Capital Management, LLC3202 Enfield Rd · Austin, TX 78703 · (512) 320-1920 · % of assets managedCRD 164599 · % of assets, Performance-based fees · $58.6 million AUMState registeredNo commissions reported