Financial Advisors in or around Austin, Texas

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Texas >   Austin 

Premium Financial Advisors Listing

Bryan Bourgeois, Financial Advisor from Austin, Texas

Bryan Bourgeois

Distance: 3 miles

Blue Pacific Wealth Management Inc. was founded in 2005 by Bryan J. Bourgeois. Bryan specializes in portfolio management and durable and predictable high dividend strategies yielding 6 - 8.25%. Current clients include individuals, families, high net worth investors, endowments and businesses....

Robert Fernandez, Financial Advisor from Austin, Texas

Robert Fernandez

Distance: 4 miles

At Morgan Stanley, our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Morgan Stanley was established. Whether you are beginning a relationship wi...

Gary Montgomery, Financial Advisor from Austin, Texas

Gary Montgomery

Distance: 4 miles

Wealth Security is focused on asset preservation while seeking excellent returns. We match the time horizon for each individual client as well as risk tolerance in determining a personalized investment profile. We combine expertise in finacial choices with your personal needs to reach optimal decisions.Wealth Security LLC uses analytical decision...

Jerry McIlhon, Financial Advisor from Austin, Texas

Jerry McIlhon

Distance: 6 miles

Jerry McIlhon is a registered investment advisor who is a 27 year veteran in the financial industry.Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel....

Phil Weinstein, Financial Advisor from Austin, Texas

Phil Weinstein

Distance: 14 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Chris Creed,CFP, Financial Advisor from Austin, Texas

Chris Creed,CFP

Distance: 18 miles

Mission:To be the top U.S. asset management boutique providing specialty investment solutions to financial advisors and private clients.Vision:To create a company comprised of positive, driven, sophisticated, and ethical people who are committed to providing the highest quality wealth management solutions and service in the industry, and deliveri...

Spencer Corzine, Financial Advisor from Austin, Texas

Spencer Corzine

Distance: 20 miles

We are dedicated to providing an Advisor - Client relationship unlike anything you may have experienced in the past. We do this by treating our engagement with the heart of a teacher and not a sales person. We keep in close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and ther...

Other Financial Advisors Listing

Christopher Van Slyke, CFP, Financial Advisor from Austin, Texas

Christopher Van Slyke, CFP

Trovena, LLC

Were a leading multi-family office who acts as an unbiased source of financial advice for business owners, executives, and their families. We integrate investment consulting with tax planning, asset ...

Todd Kernaghan, Financial Advisor from Austin, Texas

Todd Kernaghan

Austin Wealth Resources

Independent fee based financial and estate planning firm that utilizes innovative and seldom known strategies to achieve the goals of our clients....

Masroor Adnan, CFP, CRPC, RFC, Financial Advisor from Austin, Texas

Masroor Adnan, CFP, CRPC, RFC

Ameriprise Financial Services, Inc.

I am a financial advisor with Ameriprise. We deliver solutions for today a tomorrow through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowl...

charles cole, Financial Advisor from Austin, Texas

charles cole

Linsco/Private Ledger Corp

Please be sure to fill out this description before moving forward with your membership...

Bryant  Smith, CFP CEBS, Financial Advisor from Austin, Texas

Bryant Smith, CFP CEBS

EAGLE Wealth Management Group, LLC

At EAGLE Wealth Management Group, LLC, we have more than 30 years of dedicated personalized service to our clients. Our independence allows us to offer you a straightforward unbiased approach to servi...

Brandon R. Parkhurst, CFP, CPA, CVA, CFE, Financial Advisor from Austin, Texas

Brandon R. Parkhurst, CFP, CPA, CVA, CFE

Parkhurst Consulting CPA PC

Parkhurst Consulting offers small businesses and high net worth individuals a complete financial solution through progressive accounting, tax and wealth management services. We specialize in listening...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only