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Personalized advice for portfolio size
of 100K & above
Austin, Texas, an up and coming tech hub of the south, is also one of the sunniest cities in the US where the sun shines 300 days out of the year. The cost of living in Austin is approximately 3% lower than the national average, and this could perhaps make this city idyllic for building a path towards a strong financial future. There are over 2480 fiduciary financial advisors in Austin, so choosing the right advisor that you trust and could help guide you on a solid path towards your financial goals could prove to be laborious. That's where WiserAdvisor comes in. Our mission is to help people like you find an advisor to work with who has your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Austin, Texas.
Austin
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
278
non-vetted advisors in your local area. These financial advisors in
Austin
,
Texas
have an average of
27
years of experience.
NOTE: The list of vetted financial
advisors in
Austin
,
Texas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Austin, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jerry McIlhon
Investment Advisor BECK CAPITAL MANAGEMENT LLC 2009 South Capital of TX Hwy #200, Austin, TX 78746 |
29 Years | $0 | $250,000 | Fee-Based |
|
Martin Shapiro Financial Services
Financial Advisor, CFP®, MSFS, CLU, ChFC®, CFP®, MSFS, CLU®, ChFC® MARTIN SHAPIRO FINANCIAL SERVICES 108 Wild Basin Road South Suite 250, Austin, TX 78746 |
37 Years | Not Specified | $100,000 | Fee-Based |
| 25 Years | $180,000,000 | $100,000 | Fee-Based | |
|
Craig Larson
Chartered Life Underwriter (CLU®), CLU® LARSON FINANCIAL ADVISORS 13625 Ronald Reagan Blvd, Building 10 Suite 100, Cedar Park, TX 78613 |
32 Years | $0 | $250,000 | Fee-Only |
| 12 Years | $96,000,000 | $250,000 | Fee-Only |
Qualifications
CRD# 1730924
Series 6, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number
512-345-6789
Jerry McIlhon has over 25 years of experience in the financial services industry. During his career, he has guided investors in both the private and public sectors. His tenure as the Director of the City of Austin's deferred compensation plan is particularly noteworthy. Under his direction from 1991 to 1997, the plan grew from 3,000 to over 7,000 participants with total assets growing from $30 million to over $100 million during that time. Jerry joined Frank Beck in 1997. Since then, his focus as an Investment Advisor at BCM has shifted to the post-retirement financial needs of clients. Jerry has worked with hundreds of retirees, helping them achieve dependable income, appropriate asset growth, and tax-efficient disposition of assets during their lifetimes and for legacy purposes. Jerry also has an insurance business called Jerry McIlhon, LLC. Jerry lives in Austin with his wife Janet. The McIlhons always know and enjoy the top restaurants in Austin.
Jerry McIlhon is a registered investment advisor who is a 29 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.
Advisory Services Provided:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
Firm CRD# 312942
Series 6, 7, 22, 24, 51, 63 SIE
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
108 Wild Basin Road South Suite 250,
Austin,
TX
78746
Phone Number
800-956-4782
We are a fee-based financial advisory firm based out of Orange County, CA with footprints in Austin and North Carolina. We are fiduciaries that build and implement custom financial plans based upon what is best for each individual client. We practice holistic financial planning so that we look at everything that affects your financial situation; taxes (both income and estate), retirement income planning, social securirty, investment planning, edcuation funding, estate planning, insurances and anything else that might impact you. We are passionate about our jobs and love what we do. We believe in educating our clients to a level of articulation above and beyond what is required, so that they fully understand every aspect of their financial plan. Primary offices located at: 500 N. State College Blvd. Suite 1100, Orange, CA 92868 Toll Free 800-956-4782 | John's cell 210-606-4653 | Fax 858-573-2581 Book an appointment using this Calendar link https://calendly.com/johnnywright/30min
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX
78630
Phone Number
512-588-2770
As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.
We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX
78613
Phone Number
512-910-2722
Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).
We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6265685
Firm CRD# 108529
Series 7, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1100 NE Loop 410, #300,
San Antonio,
TX
78209
Phone Number
210-503-0361
Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over ten years in the equities, fixed income, and commodity space. A former fixed income trader and FX pool manager, Mauricio's expertise rests on analyzing domestic and foreign markets, federal reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a podcast and frequently consults with businesses, executives, and nonprofits. To contact Mauricio, e-mail him at mau@martincapital.com.
Whether we may admit it or not, navigating our lives is often an exploration of unknown realms and uncharted territory. From saving for a child's education to preparing for retirement, every investment decision must be made with a vision clearly focused on the destination ahead. Like the ocean, markets rise and fall, creating environments only the most seasoned and weathered captains can traverse with great results. At Martin Capital Advisors, LLP, our voyage together begins with equipping our clients with a proven strategy that will endure the tempestuous storms of the financial seas. Founded upon principles of performance, transparency, and trust, Paul Martin, chief investment officer and managing partner, launched Martin Capital Advisors, LLP, a registered investment advisor firm in New York City in 1989. After making San Antonio its primary office location in 2002, Martin Capital has continued its legacy of award-winning performance in managing tailored equity, balanced, and conservative investment portfolios. Unlike broker-dealers, banks and insurance companies, Martin Capital operates under a fiduciary duty; a solemn and legally binding obligation for a firm to act only in its clients best interests. Also, our easily accessible third-party verified performance track record, competitive fee structures, tax efficient investment returns, and options hedging strategies set us apart from other money management firms. Investment Philosophy Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand. We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 18 | 780 | $18,344,936,042 | A percentage of AUM, Performance Based
|
|
| 23 | 2445 | $15,453,585,811 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 52 | 3850 | $15,091,535,736 | A percentage of AUM, Fixed fees
|
|
| 5 | 11 | $3,713,884,332 | A percentage of AUM
|
|
| 13 | 1366 | $1,810,215,837 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 995 | $506,613,582 | A percentage of AUM
|
|
| 2 | 3 | $475,928,652 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 86 | 4 | $235,096,047 | A percentage of AUM, Performance Based, Other (ORIGINATION FEES/CONVERSION PREMIUMS)
|
|
| 5 | 441 | $207,064,832 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 5 | 681 | $159,660,940 | A percentage of AUM
|
|
| 3 | 512 | $126,066,154 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 2 | 324 | $119,284,532 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 14 | $36,714,132 | A percentage of AUM, Performance Based
|
|
| 10 | 0 | $0 | A percentage of AUM, Fixed fees
|
|
| 9 | 0 | $0 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 10415 Morado Cir, Ste 2-100, Austin, TX 78759 | 512-744-4810 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-370-0464 | |
| 9442 N Capital of Texas Hwy, Ste 800, Austin, TX 78759 | 512-314-5340 | |
| 9442 N Capital of Texas Hwy, Ste 800, Austin, TX 78759 | 512-314-5309 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-370-0446 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-469-3409 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-469-3492 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-370-0430 | |
| 301 Congress Avenue, Suite 1400, Austin, TX 78701 | 512-469-3414 | |
| 1707 Foggy Glen Cv, Austin, TX 78733 | 512-263-3695 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
