Find a Financial Planner in Austin, TX

 

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We did the hard work of finding trustworthy partners in Austin, TX.

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We Only Work With The Best Austin Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Austin, TX


  • Financial Advisor Close to Austin, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Austin Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Austin area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Austin include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
11.6% of Austin's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Austin area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Austin area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Austin area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Austin area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Austin area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Austin area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Austin, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Austin, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Austin financial advisors.
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How Retirement-Friendly is Austin, TX?

  • Population: 950,807
  • % of Population 62 Years and Over: 11.6%
  • Average Home Value: $339,600
  • Average Monthly Housing Cost: $1,397
  • Average Household Income: $102,876
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Austin, TX


HALBERT WEALTH MANAGEMENT, INC

Website

(512) 263-3800

11719 Bee Cave Road
Suite 100
Austin, TX 78738

SEC#: 801-55411
Years in Business: 23 years

CARL STUART INVESTMENT ADVISOR, INC.

Website

(512) 478-2275

623 W 38th Street
Suite 110
Austin, TX 78705

SEC#: 801-56546
Years in Business: 22 years

AQS ASSET MANAGEMENT, L.L.C.

Website

(512) 314-0720

5806 Mesa Drive
Ste 220
Austin, TX 78731

SEC#: 801-63166
Years in Business: 17 years

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC

Website

(512) 477-0900

9433 Bee Caves Road
Bldg 3, Ste 103
Austin, TX 78733

SEC#: 801-69563
Years in Business: 12 years

LEAFHOUSE FINANCIAL ADVISORS, LLC

Website

(512) 879-1505

6504 Bridgepoint Parkway
Suite 450
Austin, TX 78730

SEC#: 801-78809
Years in Business: 7 years

KESTRA INSTITUTIONAL SERVICES, LLC

Website

(844) 553-7872

5707 Southwest Parkway
Bldg 2, Suite 400
Austin, TX 78735

SEC#: 801-70743
Years in Business: 11 years

AVONDALE WEALTH MANAGEMENT LLC

Website

(512) 505-8148

4101 Parkstone Heights Drive
Suite 250
Austin, TX 78746

SEC#: 801-101528
Years in Business: 6 years

ATLASMARK FINANCIAL, INC.

Website

(512) 258-4040

12466 Los Indios Trail
Suite 200
Austin, TX 78729

SEC#: 801-107434
Years in Business: 5 years

BECK CAPITAL MANAGEMENT LLC

Website

(512) 345-6789

2009 S. Capital Of Texas Hwy.
Suite 200
Austin, TX 78746

SEC#: 801-70977
Years in Business: 11 years

AMHERST ADVISORY & MANAGEMENT LLC

Website

(512) 342-3080

5001 Plaza On The Lake
Suite 225
Austin, TX 78746

SEC#: 801-72061
Years in Business: 10 years