Updated October 23, 2023
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Austin Asset

Investment Advisor Firm
Total assets under management$1.3B
Years in business37+

About Austin Asset

Austin Asset is not your ordinary wealth management firm. They understand that investment decisions are not only about managing wealth but also about choosing who should manage it. As a fee-only wealth management firm, they act as unwavering advocates for their clients, offering authentic and long-lasting financial advice.

When you partner with Austin Asset, you're not just another client but a part of their financial family. Whether you've recently sold a business, received an inheritance, or are planning for retirement, Austin Asset commits to being your lifelong financial partner.

With over 30 years of experience, Austin Asset is deeply rooted in the Austin community, caring about the city and its residents. They prioritize your needs, offering objective, honest, and client-focused wealth management services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Wealth Planning
  3. Life Event Planning
  4. Charitable Planning

More about Austin Asset

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10544114

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Austin Asset.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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